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 168.76

+0.3%

Dec 11 3:59 PM EST

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To: Pseudo Biologist who wrote (5344)	5/8/1998 3:35:00 PM
From: Lighthouse	Read Replies (1) of 10921

Just to get the conversation rolling: (IMHO and I fully expect others to pick this list apart - that is what it is for) 1) Prime beneficiaries: ETEC and PRIA, KLAC and AMAT. All Gorilla's in their respective fields. 2) DPMI, PLAB - hey you got to have masks! 3) LRCX and NVLS and SVGI and UTEK and KLIC will all benefit just not as much as the others. 4) Good value play but EGLS is competing with two other Japanese companies. With the dollar/yen relationship not exactly helping out, EGLS may win a contract but at lower ASP's. That is a strong headwind. O.K everyone take your shots!!! ;-) Regards,

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