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 226.53

-1.2%

Feb 10 3:59 PM EST

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To: Herschel Rubin who wrote (6318)	7/20/1998 2:23:00 PM
From: Ramsey Su	Read Replies (2) of 10921

A question for semi equipment historians.... I seem to remember that during the big move up around 1995, there were something like over 200 fabs planned in every corner of the world. Needless to say, most of these did not materialize. Not that I am a semi eq "Pro" now but I was definitely a rookie in this sector back then. Anyone in the business could probably project an enormous over supply glut if all these fabs indeed break ground. My question is how many new fabs are planned today, assuming the semi industry will recover sooner or later? Further more, what is the projection for cap exp $$$ for these projects in the aggregate? If we find answers for these questions, may be we can compare this downturn with the last one. Ramsey

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