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Technology Stocks : LRCX this one looks good
LRCX 156.92-2.5%1:07 PM EDT

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To: Carl Smith who wrote (95)2/23/1996 9:07:00 AM
From: Brett Grabowski   of 142
 
Carl,

This is not directed directly at you but do people realize that DRAM
sales make up only a fraction of the semiconductor industry and that
a drop in prices is not going to bust the market for equipment like everyone is
afraid it is going to. The chip equipment stocks are a great play
right know and this one is one of the better ones. Take a look at
ASMIF. Sorry for dumping some frustration.

BG
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