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 148.29

-3.3%

3:59 PM EST

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To: C_Johnson who wrote (7726)	3/19/1999 6:43:00 PM
From: Ritz	Read Replies (2) of 10921

Carl: The charts indicate that ASP's have been rising while unit shipments are not. This seems to indicate one of 2 alternatives, either we are capacity constrained and demand is increasing, or that production is being held back in an effort to boost pricing. What do you think the true situation is? -Ritz

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