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 142.62

+2.2%

Nov 21 9:30 AM EST

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To: Ian@SI who wrote (3606)	11/29/1997 8:01:00 PM
From: Donald L. Dominicci	Read Replies (2) of 10921

Ian Over 50% of my portfolio is in the Semi Eppt sector .As a result much of the blood on the streets the last 2 months came from me. However looking back 2 years I am a super star. I have not read anything meaningful that the far east fiasco will have a major impact on the eqpt. Cos. In1998 As INFRASTRUCTURE says you either put up your money in the ""NO LIMIT POKER GAME"" i.e. ( move to the new technology) or your out of the game. I believe the highest growth in 98 will be the following. 1. TAP Test Assembly & Packaging I own KLIC 2. Automation I own ASYT 3. CMP I own IPEC & SFAM 4. DUV Very sorry to say I own CYMER I agree with Justin that it is not realistic to compare AMAT & LRCK ratios with SFAM & IPEC on the CMP market CMP will not have any noticeable impact on either Co. in the 90s. I do think AMAT will be a tough competitor but CMP will still be a drop in the bucket. I don't think LRCK/ONTK will ever make an impact. SFAM is the cream of the crop in CMP. Good Luck Don

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