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 (10086)	1/26/2002 12:36:03 PM
From: Kirk ©	Read Replies (2) of 10921

I am saying that a subcontractor with 3 customers, competitors, and only moderate barriers to entry should not be on a list with AMAT, ASML, KLAC, and NVLS, the best of the semi-equips. good list but your anti LRCX bias is still showing. I believe you even admitted they were as good or better than AMAT in the important etch area and they could do well in CMP, another large market. I'd add LRCX to the list as I think they are equal to NVLS in quality. :) but then again, it is better more think like you as it gives me wider swings to buy and sell a fraction of my shares. :) Kirk

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