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Pastimes : Clown-Free Zone... sorry, no clowns allowed

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To: maceng2 who wrote (166722)5/19/2002 10:07:16 PM
From: ild  Read Replies (1) of 436258
 
Well, I didn't mean you "hate" the company, just the stock.
I hoped you as a person in the semi business would know something to dislike LRCX stock more than "common targets" like KLAC, NVLS and AMAT.
I myself just play with SOX and SMH

Most of them are fine companies and I'd like to buy their shares, but at much much lower prices.

Question: Where do you see more competition: between companies that sell semi products to end users (ALTR vs. XLNX) OR semi equipment companies (AMAT vs. NVLS)
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