Semi-Equips - Buy when BLOOD is running in the streets! Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 161.43

+1.4%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Lenny Ehn who wrote (5654)	6/3/1998 2:45:00 PM
From: Katherine Derbyshire	of 10921

Yes, your thinking is reasonable. A lot depends on the consumable, though. Someone who makes replacement electrodes for etch systems is going to be much more tied to sales of new etch systems (and thus new fab construction) than someone who makes bunny suits and cleanroom wipes. Also, a lot of the consumable and materials suppliers are big, diversified companies (Air Products or Allied Signal, for example) who are less dependent on the semiconductor market in the first place. Katherine

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next