Bob Brinker: Market Savant & Radio Host Message Board

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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host

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To: My Father's Son who wrote (133)	3/29/1997 11:32:00 PM
From: duncan moyer	of 42834

Do you believe that we will be seeing some consolidation in the semi equipment sector? Since I don't follow the other companies, and just started reading the LRCX board due to the takeover I really have no idea of what else is going on with other companies. With the cost of the equipment being what it is I can see some economies of scale with mergers etc. Any thoughts? Thanks

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