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Technology Stocks : Stock Swap
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To: Proud_Infidel who wrote (9658)12/3/1997 1:21:00 AM
From: Andrew Vance  Read Replies (1) of 17305
 
*AV*--My sincerest apologies for the lack of response. I have been off the threads for a few weeks getting my life in order. Seems like I had more time for the threads while I was employed. Now that I am doing a multiple of things, some things slipped beyond my wildest timeframes.

Be that as it may, my pure play CMP picks for today would indeed be IPEC, especially at today's closing price. For some speculation, I like MOYC as the slurry provider for the CMP equipment. Another individual on this thread seems to favor SFAM. I would hope that he puts his two cents in on this subject so you can benefit from his perspective. I do not feel too comfortable with the LRCX/ONTK position in this market (price wise) even though the ONTK unit seems to be well received in both the market and OEM segments.

Andrew
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