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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 194.77+5.2%3:59 PM EST

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To: Gottfried who wrote (7279)11/8/1998 11:49:00 AM
From: goldsnow   of 10921
 
Hey, the fellow is just a paper back writer..:) He quotes fairly good people, Edgar Larsen among them....

"Edgar Larsen, chief equity officer at Houston-based AIM Capital Management Inc. which oversees $110 billion, bought all three stocks during the last two months. He saw Novellus jump 76 percent, KLA-Tencor 69 percent and Applied Materials 47 percent What's more, all three are still at least 35 percent below their all-time highs.

New Transistor Standards

The industry's continuous push toward faster, smaller chips will require factories to buy new equipment, investors say. The move to a new 0.18 micron standard for transistor sizes means that most chipmakers will replace some equipment, said Sue Billat, an analyst with BancBoston Robertson Stephens in San Francisco "
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