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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 (5385)5/12/1998 11:48:00 PM
From: Steve Patterson  Read Replies (1) | Respond to of 10921
 
> After all, most of the growth is going to come from cannibalizing 16 and 64 Mb DRAM sales.

To many (but not all) semi-equipment cos., cannibalizing sales of the previous generation is just fine, because they need new equipment to make the next generation. Who wins and who loses here depends on the change in process.

Steve


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