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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 160.55-4.8%Dec 12 3:59 PM EST
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To: Proud_Infidel who wrote (9060)12/5/2000 10:41:18 AM
From: Jong Hyun Yoo   of 10921
 
Brian, unlike Lam's attempt to enter CVD market in 95 - 96,
LRCX penetration in CVD market seems to be a very successful
one. AMAT currently holds a very dominant position in
CMP segment but chipmakers desperately needs additional
vendors and LRCX clearly is becoming their another consideration.

All equipment companies looks very attractive at these prices. Cannot say where the bottom is for the market but
I think upside potential far outweighs outside risk at
current levels.
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