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

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

LRCX 149.79

+4.6%

10:02 AM EST

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To: Jerome who wrote (5728)	6/7/1998 11:48:00 AM
From: david	Read Replies (2) of 10921

I am also optimistic. Chips are becoming more and more pervasive. The fact that intel and others are having a price war is GOOD for the people selling armament(equipment). The low prices will sell more chips. Companies will have to get better yields and lower manufacturing costs. Coming up we have the transition to 300mm,Cu,low K dielectrics. PC sales will continue to advance. Over the next two years we have technologies like DVD, and ADSL which will sell computers and other types of chips. ADSL provides something like 25 times the performance of 55k modems. This is a big step. GTE and Bell South are rolling this out in the end of '98 and '99. This technology will be an enabling technology for many applications that just don't cut it at low modem speeds. On line shopping,gaming,video conferences...what else??? This industry is cyclical (the understatement of the century). But the US and a handful of our equipment companies have dominant positions, both in market share and technology. This downturn is an opportunity to buy.... still optimistic as ever davd

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