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Semi-Equips - Buy when BLOOD is running in the streets!
An SI Board Since June 1996
Posts SubjectMarks Bans Symbol
10921 222 0 LRCX
Emcee:  Cary Salsberg Type:  Unmoderated
Introduction Market Data Compact
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10321Scott and SemiBear- Although not the thread starter, "Buy when blood is ruWilliam Chaney-4/8/2002
10320Scott - I was with you all the way until you brought the analysts into this. &lwillcousa-4/8/2002
10319Clearly I have no idea what I'm talking about, ace. And neither does an indscott_jiminez-4/8/2002
10318<i> KLIC wasn't and isn't 'bleeding': </i> Maybe tPink Minion-4/8/2002
10317<<Even though only a few like KLIC are bleeding...>> When KLIC was scott_jiminez-4/7/2002
10316<i> OK, blood is running in the streets. Do I buy now? </i> Even tPink Minion-4/6/2002
10315Where's the blood?Robert Douglas-4/4/2002
10314I wish I knew.Math Junkie-4/4/2002
10313OK, blood is running in the streets. Do I buy now?BillCh-4/4/2002
10312The Chip Sector Is No Longer A Tech-Industry Bellwether by KEVIN J. DELANEY StaJim Oravetz-3/14/2002
10311I would submit that the US as an ultimate purchaser of things has become more siwillcousa-3/13/2002
10310<i>Where are the ultimate consumers? Isn't this is what drives the ecoRobert Douglas-3/13/2002
10309Quite true. And Japan will only lose more manufacturing to Thailand and China. mopgcw-3/13/2002
10308Great point about the location of the ultimate consumer. A lot of what Japan hawillcousa-3/13/2002
10307Actually, per capita is quite relevant. But you also make a valid point with remopgcw-3/12/2002
10306<I>Last time I looked around Asia, growth in the region was pretty minimalRobert Douglas-3/12/2002
10305>The developing economies of the world made up 37% of the >world's GDPmopgcw-3/12/2002
10304Good points about their effect on the future and about their collective share ofwillcousa-3/12/2002
10303<i>Also, how many countries can raise the multi-billions it now takes to bRobert Douglas-3/12/2002
10302Also, how many countries can raise the multi-billions it now takes to build a stwillcousa-3/12/2002
10301<i>And what is the size of the economy for the developing world? Twice notRobert Douglas-3/12/2002
10300<i>would point out however, that the growth rates of the developing world Ian@SI-3/12/2002
10299<i>This supports my hypothesis that this will be a long, slow upturn. New Robert Douglas-3/12/2002
10298RE: ""We have no current plans to build any more greenfields (new planCary Salsberg-3/12/2002
10297Here's an interesting note from Intel about how emerging Asia is now bigger Robert Douglas-3/12/2002
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