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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Clarksterh who wrote (5220)	4/28/1998 5:08:00 AM
From: shane forbes	Read Replies (2) \| Respond to of 10921

Ouch - Lehman now expecting 13% YOY decline in worldwide semi-equip spending. I think this means roughly 24 billion for semi-equip spending 1998 (based on 1997 spending of I think around 28.5 billion or so). ---- lehman.com (need acrobat reader) ---- Expecting 1% drop in US, rate of growth of Taiwan spending to slow to 15% this year, Japan 27% drop in YOY for FY(Apr.). But expects pick up at end 1998 (it better pick up! 13% drop is pretty severe) ---- Shane.

To: Clarksterh who wrote (5220)	4/28/1998 7:24:00 AM
From: Mason Barge	Respond to of 10921

<<And business machines are still the vast majority of the market, and they are, so far, largely ignoring the new low priced machines.>> This brings up another important point about processor power. Wide-scale acceptance of NT for general business networks is going to demand next-generation processor power. I have been thinking about graphics and games as the only apps that really can use the extra power, but I'm told that NT networks will be able to use it effectively enough to support the cutting-edge price. Anyone know if this is true?