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 151.94

+1.1%

3:59 PM EST

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To: Jay M. Harris who wrote (3896)	12/16/1997 11:49:00 PM
From: Ian@SI	Read Replies (1) of 10921

Jay, An interesting thesis. Do you believe that the sector is heading to a cyclical low rather than a pause on the upleg that started June 96? The conditions that you described came to pass during the first 2-3 quarters of 96. Since 4Q96, fabs have been introducing new technology - CMP, DUV, other 0.25u / 0.18u equipment. While I wouldn't argue with a 3-6 month lag in prices, I'm not sure that we'll actually see cyclical lows of 1*Sales for AMAT or other companies that are well positioned for the new technology, for example. Ian.

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