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 218.30

+8.6%

Jan 9 9:30 AM EST

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To: Proud_Infidel who wrote (4587)	1/25/1998 3:18:00 PM
From: shane forbes	Read Replies (1) of 10921

RE: "Morons, each and every one." Brian I could not have put it better myself. Hey were any of you guys disappointed by the SVGI back-orders this q? Once again I missed the c.call. I have their most recent annual report and am inclined to buy into their salesmanship and ramp up of the Micrascan DUV scanner. If they even come close to their goal of 200 units/year in 1999 this stock could sell for at least 40 (very conservative) one year from now. And heck 60 or even 80 by mid-1999 is not out of the question. Anecdotally their litho operations in CT have tons of construction activity, full parking lots, lots of hiring... How do their scanners compare with DUV steppers from ASMLF etc. My ltd. understanding of the technicalities and all the press that I've read is that the DUV scanners could be a real paradigm shift and SVGI is in the driver's seat right now. Plus the compexity of chips continues. Their annual report suggest 2 others have come out with scanners (1 of Canon, Nikon and ASMLF - wild guess?). So if SVGI does manage to ramp up capacity they should be in very good shape. Plus the balance sheet's golden and the stock is pretty cheap. And they don't have much sales to SEA though they did mention that they need to crack that market to be successful with Micrascan. And cutting edge tools should not see as much of a slowdown this year even if semi-equip growth goes down to zilch. Perhaps their other 2 divisions will drag things n/t? Heck Martin Whitman (value investor) likes the stock l/t. (He also likes FSII I think and perhaps VECO?) Whatever... He's an exemplary stock picker and has the record to prove it. Seems like SVGI is a value-investors dream with a real growth kicker coming soon. What am I missing? Opinions, comments, bashings all welcome.

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