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 206.95

+6.3%

Jan 6 3:59 PM EST

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To: Jerome who wrote (7980)	7/14/1999 10:13:00 PM
From: Ian@SI	of 10921

Jerome, 1. DRAM prices have firmed up a bit lately. If history teaches us anything, that will only be temporary. 2. FPD: PHTN is the key name that I'm aware of. I believe BRKS sells robots into that sector. I don't know whether or not PRIA has done any business in this sector . In any case, I still believe this sector's got lots of upward room left. We're only starting to see orders pick up. We have yet to see the earnings growth. Ian.

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