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 201.00

-1.0%

3:59 PM EST

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To: john dodson who wrote (7575)	1/16/1999 4:05:00 PM
From: Ian@SI	of 10921

John, In your list,I suspect that NVLS and AMAT have gotten ahead of their fundamentals and now carry at least as much risk as reward. Lam needs to clearly take etch market share, be a Cu success and make progress in CMP to be able to show a double or better from its current price. SVGI, not on your list, is still below book, reports earnings on Tuesday, and its forward looking statements in the conference call may give some cause for optimism. The automation companies haven't gotten carried away, yet. Any of PRIA, BRKS or ASYT still offer good value. What are your favourites? Ian.

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