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 160.98

-3.2%

12:09 PM EST

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To: spiny norman who wrote (4383)	1/11/1998 10:02:00 PM
From: Donald B. Fuller	Read Replies (1) of 10921

>>The only other reasonably pure CMP story I know of would be Moyco (MOYC), which makes slurry. IMHO, that company's CMP story is overhyped, but you mightwant to check it out for yourself.>> SFAM has consistently said in their annual reports that the slurry business is the lowest margin, least lucrative aspect of the CMP business. Don

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