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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: Ramsey Su who wrote (6950)9/19/1998 12:47:00 AM
From: Katherine Derbyshire  Read Replies (1) of 10921
 
I wouldn't say the chip companies have ever been signing blank checks. But yes, I am seeing increased emphasis on productivity and cost control, and companies that help improve that (software, in situ sensors, etc) are generally less miserable than the industry as a whole.

Katherine
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