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 155.15

+2.1%

Nov 26 3:59 PM EST

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To: HB who wrote (3721)	12/11/1997 4:05:00 PM
From: Ian@SI	Read Replies (1) of 10921

Howard, Agree that many are getting off without paying full price, but this is a significant improvement. re PRIA: I never bought, it was always $5 to $10 too expensive. :( Maybe this time... Re Equipe purchase: Pri may have as much trouble trying to gain market share at Brooks' expense as ASYT did with its automation division at Pri's expense. I believe that it will be very difficult to displace Brooks robots from the OEMs. Not only must the OEM be convinced but also the chipmaking customer for that piece of equipment. I don't expect BRKS to lose market share quickly if ever. (I could be wrong. ;-) ... ) Best wishes, Ian.

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