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To: x70sxn who wrote (12261)	12/24/1997 10:53:00 AM
From: Zeev Hed	Read Replies (1) of 18056

Shrini: If you are looking at 2000 for LRCX you may be right, but the question is how will owners of the stock react if it goes under book value? I think that over the next six months there is a strong possibility that investments in semi equipment will come to a screetching halt for a quarter, that will spell blood all over the balance sheets of the semi equipment companies. LRCX is a great company, but they cannot manufacture profits from thin air. Once the over capacity in the semi equipment market is absorbed (by increased demand and closing of the inefficient players), then the move to .25 and .18 will once again take place. Hopefully, LRCX will be positioned with a product line for that epoch, right now, they are a little thin and AMAT is eating their lunch, the little that is left. Zeev

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