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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 154.74-0.8%3:59 PM EST
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To: Paul V. who wrote (2799)10/19/1997 7:58:00 PM
From: LLCF   of 10921
 
<Cary and Sam, My question is, "How can the semi companies (intel, mot, txn,etc) going to stay in front of the curve and profitability if they do not buy the equipment(300 wafer/ 0.25 and lower) which makes their firms more prrofitable?">

And the obvious follow up question....which stocks do we buy to take advantage of the above fact...the leading edge stuff right??? Sounds like we should be buying the litho companies and some others but not necessarily AMAT????

DAK
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