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 142.62

+2.2%

Nov 21 3:59 PM EST

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To: Mason Barge who wrote (4893)	2/19/1998 6:59:00 PM
From: Ramsey Su	Read Replies (1) of 10921

Mason, I really don't follow this sector enough to distinguish the merits of each company. If you have the data handy, I actually am curious as to how far off the lows from last year are most of these companies now. As far as general comments, I remember there were a lot of talk of consolidation in the industry, in addition to some of the M&As that had already occurred. Would it make sense for AMAT to be buying to complete their plate and who should they be buying? How about mergers so they can compete with the likes of AMAT? On the semi side, are there Taiwan, US or European companies who can take advantage of weakness in Korea and Japan to shake loose their historical stronghold? What is the right strategy if the above scenario is true? At this writing, I am with the school who believes the other shoe has yet to drop. Though missing on a good rally now, I believe (wishful thinking) that a better opportunity is down the road. Ramsey

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