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%

Nov 13 3:59 PM EST

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To: Katherine Derbyshire who wrote (7442)	1/5/1999 8:39:00 PM
From: Ramsey Su	Read Replies (2) of 10921

Katherine, nni.nikkei.co.jp is this retooling a viable alternative? I am beginning to think that the semi eq companies are trying to start a new chip war but no semi company is willing to fork out the money. They seem to be looking for alternatives that are less costly than that hoped for by the semi eq companies. At the current stock values, it appears that the street has already assumed a recovery in this sector is all but guaranteed. If every fab choose to follow Samsung's route, how much revenue would that generate for the likes of AMAT? Ramsey

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