Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 158.70

+1.0%

Dec 5 9:30 AM EST

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To: Proud_Infidel who wrote (3071)	10/26/1997 4:25:00 PM
From: Cary Salsberg	Read Replies (2) of 10921

Brian, EGLS has $6.45/share cash, $8.49/share WC, and $9.75 book. It is the market leader, its new product has been beating competition, its move into yield software with its recent acquisition strengthens its advantage over its Japanese competitors, and 300mm will require new tools. I will buy a 4th position at $16, a 5th at $14, and a 6th at $12. Cary

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