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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 142.60+2.1%3:59 PM EST

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To: Ian@SI who wrote (5206)4/24/1998 10:00:00 AM
From: Joe Dancy  Read Replies (1) of 10921
 
Ian: ASM Lithography, Cymer, Dupont Photomasks, Etec Systems and Photronics are mentioned in an article in today's New York Times - members.aol.com - on the expense of going to finer features:

" . . . More recently, Dr. Moore has advanced a corollary: to feed the exponential growth, chip makers will also have to spend at an exponential growth rate on new factories. While the specter of multibillion-dollar chip plants may give pause, in the short run at least this process is fueling a crucial sector of the semiconductor equipment industry. . . ."

Joe
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