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 139.60

-6.2%

3:59 PM EST

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To: Cary Salsberg who wrote (10082)	1/24/2002 3:26:29 PM
From: Robert Douglas	Read Replies (3) of 10921

The top semi-equips (AMAT, ASML, KLAC, NVLS)have had a nice run from last year's lows and are not cheap relative to historical measures. On the other hand, there are very few companies in any industry that have such favorable competitive positions and future prospects. I'd add CYMI to the list.

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