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 151.88

+6.5%

1:00 PM EST

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To: Teri Skogerboe who wrote (3249)	11/2/1997 10:11:00 AM
From: Sam Citron	Read Replies (1) of 10921

Teri, RE: "Their [Cymer's] business is just going to stop." I don't know this Fleckenstein, but he should probably read Darwin. Businesses tend to be adaptive organizations like species are adaptive organisms. They do not tend to go from monopoly to extinction quite as quickly as Flechenstein tends to imply. Will Cymer maintain its monopoly? Probably not. Will they survive or be acquired? Probably. What's it worth? Your guess is as good as mine. SC

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