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 208.79

-2.6%

Jan 14 3:59 PM EST

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To: Katherine Derbyshire who wrote (6942)	9/18/1998 1:29:00 PM
From: Ramsey Su	Read Replies (2) of 10921

Katherine, I have a question regarding the long term outlook and potential recovery of the industry. It seems to me that during the high flying days, the emphasis was on the next "new and improved" fab, with less emphasis on how to squeeze the last drop of productivity from existing facilities. Has this wake up call redirected some of the creativity on cost cutting vs just signing blank checks to the semi equipment companies for the next generation stuff? Needless to say, the next round of analysis is going to be how strong, in terms of revenue and earnings, the industry would be when they rebound. Ramsey

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