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 158.70

+1.0%

Dec 5 9:30 AM EST

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To: WTSherman who wrote (9645)	4/6/2001 7:20:09 PM
From: Jerome	of 10921

IC Industry.... good article. As I read the article a few ideas surfaced. It stated that the market for dry etch tools are not going to slow down at all.Amat has 38% market share while LRCX has 27.4% share. Relative stable sales for DSP's (TXN, ADI) Flash Memory (ATML, SSTI). I did notice that SSTI is reporting next week with no delays in sight(like last quarter). This seems earlier than previous quarters. LRCX also reports next week and although they warned it was a very mild warning. For myself I'm watching how the street reacts to the earnings report of these two companies. Jerome

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