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 151.48

+6.2%

3:17 PM EST

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To: Mason Barge who wrote (4884)	2/18/1998 1:09:00 PM
From: Jurgis Bekepuris	Read Replies (2) of 10921

Mason, Why Orbotech (ORBKF) and not PHTN? I don't know anything about Orbotech because I don't buy foreign companies, but PHTN looks much cheaper. I gave up on PHTN at $7 when they failed to show profitability. I don't think management is great and Korean exposure is humongous. However, the stock is at $3 now. Regardless of valuations, how do these two companies compare in their FPD inspection technology? Good luck Jurgis

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