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 162.29

+2.3%

3:33 PM EST

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To: Zeev Hed who wrote (7860)	5/31/1999 9:47:00 PM
From: LemurHouse	Read Replies (1) of 10921

Zeev and thread, to what extent do you believe the picture you described to be representative of the rest of the industry? (Capacity & production increases being adequately acheived through shrinks and production decisions rather than procurement of next generation capital equipment [not including photolithograpy].) And how long do you believe that it is sustainable? Secondly, if semi producers can continue to defer major capital expenditures through shrinks etc., do you think this will have a short/medium effect on the photolithograpy sector (ie CYMI and the photomask makers) or do you think the capacity already there as well? Am interested in the collective wisdom of the thread on this issue. Cheers.

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