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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Proud_Infidel who wrote (6011)6/17/1999 7:46:00 PM
From: Justa Werkenstiff  Read Replies (2) of 15132
 
Brian: Re: "What are you basing this on? SFAM has lost and is losing market share as we speak. SVGI is an also ran when compared to ASML, Canon, and Nikon."

All three are industry doormats and it will not make any difference. When I was being subjected to child labor laws and worked at a sewage treatment plant in an earlier life, you could always count on the crap to rise to the top at the last stage of the water treatment cleaning cycle. Same theory here and history of previous semi capex cycles is my guide.
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