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: Katherine Derbyshire who wrote (7725)	3/19/1999 6:00:00 PM
From: C_Johnson	Read Replies (1) of 10921

Hello Katherine, "I doubt that lenders will be willing to fund similarly profligate expenditures without a significant recovery in chip sales. In the long term, it depends on how long the up leg lasts and how the underlying chip markets do." I might refer to this too many times but you have cited the $64k question. A couple of charts to add to the debate - there are a number of datapoints we can add to this story but for now, these two will probably stimulate some discussion. :-) infras.com infras.com Regards, Carl infras.com

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