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 150.32

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3:59 PM EST

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To: Gottfried who wrote (6976)	9/20/1998 11:44:00 AM
From: Katherine Derbyshire	Read Replies (2) of 10921

>>I am genuinely puzzled here. Shouldn't we add "per chip" to the above statement, as in "chip companies make smaller profits per chip".<< Yes. I'm assuming constant demand for simplicity. Sorry about the confusion. >> If so, they could still increase overall profit by utilizing unused capacity?<< Yes, assuming that demand exists to support the additional units without further price reductions. Right now it's not clear that assumption holds. Katherine

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