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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 153.34-5.0%3:59 PM EST
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To: Katherine Derbyshire who wrote (5751)6/9/1998 9:09:00 AM
From: Tony D.  Read Replies (1) of 10921
 
Katherine - Thanks for the excellent information. I am somewhat new to the semi-equip manufacturers. If one wanted to find a reasonsable play on CU technology would NVLS be a good choice. I've been toying between AMAT and NVLS and finally started averaging into NVLS. It sounds like there are other players in the CU arena but NVLS seeemed the strongest (finacially). I would appreciate your comments.

Thanks,

Tony D.
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