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 160.99

+0.2%

Oct 30 3:59 PM EDT

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To: Cary Salsberg who wrote (10888)	11/19/2008 10:32:14 PM
From: KMcKlendin	Read Replies (1) of 10921

Cary: I don't think AMAT belongs in the same category as the other semi equips (ASML,KLAC,NVLS). They are diversified by their high growth LCD and solar equipment businesses. The aSi thin film business has tremendous potential--witness the order from Best Solar (which apparently has run into funding troubles but that's aside from the point). If their expansion in LED, OLED, and energy storage is successful, AMAT will become a unique premier nanotech company. Tech stocks are at attractive levels for long term investors. Long AMAT and buying more.

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