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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 161.43+1.4%Nov 12 3:59 PM EST
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To: Ramsey Su who wrote (7748)3/24/1999 10:39:00 AM
From: Katherine Derbyshire  Read Replies (1) of 10921
 
>>I believe this is an industry with only so many players. Industry experts can count,
company by company, what they have, what they need and run models using what
if scenario. Further more, the model can easily predict the capacity, if xx number of
fabs and foundries are built.

Needless to say, the revenue is then predictable and the earnings is just a factor of
how well they operate.<<

[rude noise]

Such models do exist. You can pay large sums of money to Dataquest, VLSI Research, IC Insights, et al, to get access to them. The models predicted that 1998 would be a reasonable to good year--caveat emptor.

Katherine
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