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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 156.00+0.6%Nov 28 9:30 AM EST
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To: Mason Barge who wrote (4833)2/13/1998 1:43:00 PM
From: Jurgis Bekepuris  Read Replies (2) of 10921
 
Mason,

> When I have time, I'll probably do a Warren Buffett type
> analysis and pick some long term holdings. I have a
> feeling that if Buffett had to buy a stock in this sector,
> he'd take AMAT.

It's interesting that only AMAT and two small companies
in the sector (COHU and HELX) have a history of
>5 years of >15% ROE that comes close to Warren's criteria.
All other companies have had either much more volatile
returns or have not existed for 5 years.

Out of the three AMAT is a recognized leader in
the field while the other two are not widely known and
followed.

Good luck

Jurgis
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