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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 172.27+4.6%Dec 19 9:30 AM EST
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To: Justa Werkenstiff who wrote (3436)11/12/1997 9:06:00 PM
From: FJB  Read Replies (1) of 10921
 
Justa,

I think Cary is making a point about value. For a stock to be a real value, it would look attractive fundamentally in the worst case scenario. No, I do not think Cymer will lose that much market share in the near future if ever. If Cymer's pulse-extended/multi-KHz KrF laser comes out in the near future, I'm not sure anybody will buy Cymer's competitors first-generation KrF lasers.

Bob
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