SI
SI
discoversearch

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 : Lam Research (LRCX, NASDAQ): To the Insiders -- Ignore unavailable to you. Want to Upgrade?


To: orkrious who wrote (3662)11/22/1999 10:30:00 PM
From: Ian@SI  Respond to of 5867
 
Jay,

Agree completely with your comments on an individual company basis. Some in the test or prober sector haven't even started to ramp up yet.

Within the next few months, the front end sector will have to either ramp up capacity (billings) or start giving customers lead times which they don't like. I know which solution I'd prefer.

Ian.