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 218.30

+8.6%

Jan 9 3:59 PM EST

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To: Pankaj Tandon who wrote (12)	8/25/1997 7:04:00 PM
From: Sam Citron	of 10921

Pankaj, A long, long time ago, on June 12, 1996, you mentioned that KLIC looked very attractive and asked Cary if he followed it. Cary responded that he focused on local Silicon Valley companies so did not closely follow it. In the intervening time period, KLIC has outperformed even AMAT. I was curious if you ever bought KLIC and what you thought of the shares now at around 50. I am located much closer to KLIC than to Silicon Valley, although I am not sure whether that makes much difference. I noticed some encouraging reports on KLIC from some who attended Semicon West. Regards, SC

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