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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 158.18+2.2%Dec 2 3:59 PM EST
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To: Mason Barge who wrote (4822)2/13/1998 4:04:00 AM
From: shane forbes  Read Replies (1) of 10921
 
Mason:

Finally found a breakdown of step-and-scan statistics (1996):

SVGL - 42%
Nikon - 36%
ASML - 11%
IS - 11%

(BTW spoke to Zoom today about xDSL trends. They usually are very
good at predicting trends. Zoom not as convinced as chip industry
about the commencement of large volumes in that market. Certainly
like you say not this year, perhaps next year. But they did point
out and I've seen this elsewhere the 56K market will still be big
for a few more years. Now if only they can figure out how to spur
demand and stop bickering about standards - read that V.90 may not be
"interoperable"... Interesting companies - shooting themselves in
both feet with double barrelled shot guns.)
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