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 154.38

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10:58 AM EST

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To: Mason Barge who wrote (4948)	3/5/1998 2:22:00 AM
From: Czechsinthemail	Read Replies (5) of 10921

Given the Intel news, I'm assuming we will be coming in to a "blood in the streets" situation. My question is which among the semi-equips are the best investment picks? I'm looking at it two ways. Which companies have the best position in terms of the current and/or future demand for their equipment? And which companies are the most undervalued in terms of how the market is pricing their current and future business. I currently own shares of Cymer, which I think qualifies as an emerging high growth company based on a high demand franchise. I think it qualifies on the bargain list, too, having sold off big. So what are some of the other semi-equipment gems? Thanks, Baird

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