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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 159.33-1.8%Nov 7 9:30 AM EST

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To: Ian@SI who wrote (7793)5/9/1999 7:55:00 PM
From: Alan Gallaspy  Read Replies (1) of 10921
 
Here are some notes from the LSI Logic shareholders meeting, with several remarks germane to the future of semi-equip vendors. I was interested in the LSI CEO saying he wanted to be about the tenth fab to implement 300mm wafers.

All in all, LSI seems very upbeat about the near future.

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