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 222.87

+2.5%

Jan 16 3:59 PM EST

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To: Ian@SI who wrote (6969)	9/19/1998 11:50:00 PM
From: Clarksterh	Read Replies (1) of 10921

Katherine, Ian, David et al - I guess the disagreement that we all have over the exact definition of deflation is just one more flaw in the simplistic argument of 'deflation of chips means bad investment during recession'. As for the exact definition of deflation/inflation, we're unlikely to resolve here it given that even the professional economists argue over the definition (hence the debate over CPI indexing for Social Security et al). Clark PS Katherine, no need to remind me of the chip ASP. When you first listed it it surprised me so much I'm unlikely to forget it. <g>

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