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 175.29

+1.8%

12:41 PM EST

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To: Ian@SI who wrote (2643)	10/6/1997 12:58:00 AM
From: Cary Salsberg	of 10921

Ian, RE: "I don't anticipate a major downturn that soon." I hope you are right, but I give serious consideration to industry experts (Dauvin). RE: "I prefer a scenario..." Does "prefer" mean it is more likely or you would like it to be<g>? RE: "Risk from Komatsu within the next 3 years is, IMO, minimal." I know even less about Komatsu than I do about CYMI! I do know that they are reported to have a "competitive" product. I suspect CYMI management has sneered at this. What information and logic support your contention? Cary

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