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Politics : Ask Michael Burke

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To: Amir Shalit who wrote (221)	8/1/1996 5:26:00 PM
From: Knighty Tin	of 132070

Amir, I saw Lam's guy on CNBC this morning. He wasn't exactly a bundle of joy, but I think he was calling it straight. Longer term, I love AMAT and Novellus. As specs, I like Opal and PMAT. I think LCRX is a good firm and a nice buy if it gets really low. I'm not much of a Klic and Klac fan. I also like Synopsis and Parametric Tech. They are not really in this category totally, as they have many other customers, but they do a lot of business with chipmakers. Unfortunately, they are still pricey. But good companies if they hit the wall. MB

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