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Technology Stocks : LRCX this one looks good
LRCX 157.46-2.2%Oct 31 9:30 AM EDT
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To: Carl Smith who wrote (95)2/24/1996 1:09:00 PM
From: Jim Tao   of 142
 
Carl, Yes, you need a G-suite to ride on this one. when your stocks
drop, no matter how strong you beleive in them, its going to affect
you psychologically. So, I try not to care about the daily swings
and use my energy to research other companies. But I do watch their
fundementals.

I agree with you on the outlook of semi equipment. I think the DRAM
priceing shouldn't affect equipment makers. The reason? low price will
produce higher demonds and higher demend need more equipment to produce.
Not to mention that the chip makers will seek higher margine products
that also need investment. As long as we need semiconductors, the
equipment makers will doing fine.

The only thing I will watch closely about LRCX is their competitor,
especially AMAT. It won't be a bad idea to split money between these
two.
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