Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 142.62

+2.2%

Nov 21 9:30 AM EST

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To: Cary Salsberg who wrote (8841)	10/20/2000 12:21:47 PM
From: Kirk ©	Read Replies (2) of 10921

in 3 words...optical networking opportunities. in the CC, Art said their 1x stepper looks to be a perfect fit to increase bandwidth in current optical waveguides and switches plus laser diodes. THIS market gets a higher multiple... of course, their history of delivering of new technology is.... not so good, but the product is there already and might just drop in. Also, on CAGR of technology they do have (1x stepper for bumping), this could be a 30% growth company for the next 10 years on a single product. You might want to listen to the CC as they said they will not release any further details except by press release or the next quarterly conf call. CC info here: suite101.com

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