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 148.83

+3.9%

Nov 19 3:59 PM EST

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To: Robert Douglas who wrote (10107)	1/26/2002 3:47:28 PM
From: Proud_Infidel	Read Replies (2) of 10921

Robert, Re:So what you say is true, but the same argument can be used against investment in almost every tech company that I can think of. Whatever form IC's take after silicon, I think it is safe to say a company like AMAT stands a high chance to be the leader there also. They have the expertise in physics and engineering to allow them to be malleable, so to speak, to make such a transition. In addition, any company which spends $10B or so on a fab will want a company who has a track record to show, and AMAT has this. CYMI's expertise is lasers, that is it, and as such, I would give it a low probability that they will be a leader in the sector in whatever form IC's take in the post-silicon era. And if there is any chance of my being correct, I do not believe WS will afford the company generous multiples for these very reasons since future revenue streams is all that matters here. Regards, Brian

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