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 220.57

+5.6%

1:56 PM EST

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To: Clarksterh who wrote (6962)	9/19/1998 9:36:00 PM
From: David Rosenthal	Read Replies (1) of 10921

Clark, I don't think the logic is flawed. I don't think you can take his statement out of context. He is talking about recessionary times. Semiconductor prices have always decreased but overall demand has grown at a faster rate as you pointed out. If conditions overall are deflationary then there is no way that demand can grow enough to overcome shrinking margins. This puts semiconductor-related companies at higher risk then ones with stable margins. In other words: bad sector during a recession. FWIW Dave

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