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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 158.70+1.0%3:59 PM EST

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To: Ian@SI who wrote (7842)5/28/1999 4:11:00 PM
From: Zeev Hed  Read Replies (2) of 10921
 
Actually Ian, I am happy to see that TMSC is planning two new fabs, including a 300 mm one. Sleep tight, apart of few hickups, we are still in the early innings of the semi equip recovery. But I got to worry, and now that INTC is showing a little life, I worry a little less. You think that they will spring out for a new fab soon?

Zeev
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