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Technology Stocks : LRCX this one looks good
LRCX 157.41-2.2%3:59 PM EDT

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To: Mr. Sam who wrote (103)2/26/1996 9:16:00 PM
From: William Markunas   of 142
 
Thanks for the great info .... great posting .....
your depth and breath of knowledge of the equipment makers is impressive ......
keep up the great postings .......

I own .... LRCX / AMAT / NVLS ..... small positions in all 3 .....
does this make sense ????
anxious to hear about KLIC and TNCR .....
please list their names ....

how do u keep up on the industry so throroughly ......

P.S.... any comments on CY and IDTI .... is the SRAM market still alive ..???

Thanks for the great info .... hope I can return some in the future .....
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