Semi-Equips - Buy when BLOOD is running in the streets! Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 157.90

-2.2%

10:19 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Ramsey Su who wrote (7740)	3/23/1999 8:22:00 PM
From: Zeev Hed	Read Replies (3) of 10921

Ramsey, I'll try not to disagree with your sector hero, it is a promise (the trying, I mean <G>). By the way, an interesting piece of info I gathered (from Seligson at Intel, if I understood him correctly), the typical figure of $1 Billion for a 5000 WSPW at 200 mm, is for the "depreciable" (fast depreciation) equipment, thus most of it goes to semi equipment manufacturers. The infrastructure, building and land is not part of this "milestone" figure. The target is to keep the 300 equipment tab at $1.3 billions for the same 5000 WSPW. I thought this is an interesting measure with which we can try and gauge (once they announce new fab construction) the industry future prospects. Zeev

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next