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 153.34

-5.0%

3:59 PM EST

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To: Zeev Hed who wrote (7204)	10/31/1998 9:52:00 PM
From: Carl R.	Read Replies (1) of 10921

Actually Zeev, I wouldn't be surprised to see MU profitable this quarter. Prices are firm, and all wafer starts are now at .21 micron except at the TI fabs. The mystery is how much prices will fall next year and how fast they can convert the TI fabs, and how much TI will hurt them in the meantime. Carl

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