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Technology Stocks : Intel Corporation (INTC)
INTC 37.51-0.8%Dec 15 3:59 PM EST
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To: 16yearcycle who wrote (37707)10/27/1997 2:57:00 AM
From: Paul Engel  Read Replies (2) of 186894
 
Gene - Re: "What is your take on the capital equipment makers? "

I'm guessing that the stock of AMAT. IPEC, PRIA, LCRX, NVLS, etc. are going to be pounded down some more in the near term - just as they were about 15 - 18 months ago.

That is fear setting in quickly - anticipating the worst from the recent S.E. Asia currency panics.

However, time and technology march on. All companies must improve their technology to finer geometries - EVEN IF THEY DO NOT BUILD NEW FABS.

Essentially, there will be a continual level of business for companies upgrading their processes from 0.5 to 0.35 to 0.25 micron - and so on.
That is how these companies improve productivity and keep pace with their competitors.

So, as the stocks of these comapnies go lower, they become even bigger values than they currently are.

Paul
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