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Technology Stocks : Semi Equipment-Sell when they're singing in the streets

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To: Math Junkie who wrote (170)5/31/2000 2:51:00 AM
From: FLSTF97   of 276
 
Richard, I didn't mean to imply that AMAT was better at predicting the future, but rather that they seem to react more quickly.

I have a lot of respect for Bagley and what he has done for Lam. I also remember him making a statement not so long ago that 300 mm will never happen. I'm not sure it will happen as soon as some people now believe (never mind 4 years ago), but I do think it will replace 200 mm by decades end.

FATBOY
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