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 172.21

+4.6%

3:59 PM EST

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To: Sam Citron who wrote (2810)	10/20/1997 10:39:00 AM
From: Thomas J Pittman	of 10921

Insightful article. FWIW, I think it has got to be the Japanese, but I don't know if they have the guts to try given their current situation. I think that the costs associated with the switch is the price of leadership. Unfortunately, as an INTC investor, I believe they are a little less hungry than they were a few years back, and I don't expect them to step up to the new role. I wish they would. The Japanese seem the group most in need of showing leadership, and they have shown flashes in the past of the long term kinds of think that makes one step up to the plate. I think Motorola is too worried about cell phones and satellites. Having said all of that, I don't think am willing to alter my investing strategies to take advantage of it (even if i did know how). Regards, J

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