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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 242.70+1.2%12:55 PM EST
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To: Jerome who wrote (9051)12/2/2000 9:23:04 PM
From: Jong Hyun Yoo  Read Replies (2) of 10921
 
Late 98 and early 99 was a great time to pick up these
stocks. I think such time has come again. Start accumulating major names: AMAT, LRCX, KLAC, and NVLS.
We might see a plateau in bookings in next couple of Q's
but as long as economy does not go into recession,
it should pick up towards the second half of 2001.
Remember these companies have just begun to benefit from
three major movement in equipment business:1) larger
wafer 2)transition to copper, and 3) low K materials.
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