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 150.32

+5.4%

3:59 PM EST

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To: cfimx who wrote (3052)	10/26/1997 1:49:00 AM
From: Cary Salsberg	Read Replies (3) of 10921

twister, 1. AMAT - leader of the semi-equip companies; 2. INTC - leading chipmaker; 3. choose 1 from LLTC, MXIM - leaders in linear(analog) chips. Tremendous profit margins; 4. choose 1 from ALTR, XNLX - leaders in programmable logic devices; 5. choose 1 from NVLS, KLAC, UTEK - best combination of quality and potential long term EPS (and price?) appreciation in semi-equips. I own shares of AMAT, KLAC, NVLS, and UTEK. I started buying during the summer of 96. I made a big mistake by ignoring INTC, LLTC, MXIM, ALTR, and XNLX at that time. Cary

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