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 148.32

-3.3%

Nov 14 9:30 AM EST

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To: Robert Douglas who wrote (7587)	1/19/1999 2:01:00 PM
From: Katherine Derbyshire	Read Replies (2) of 10921

The forecasts I've seen place the next downturn in 2002 or 2003, when 300mm fabs come online and create overcapacity again. But these are the same guys who were optimistic about 1998.... The big story, which I don't have time to go into in much detail now, is that industry dynamics are changing. Consumer markets are having a much more dramatic impact on chip sales than they used to. That puts a premium on cycle time over technology, and makes forecasting much more difficult. Katherine

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