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 9:30 AM EST

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To: Mason Barge who wrote (6245)	7/9/1998 11:50:00 PM
From: SemiBull	Read Replies (1) of 10921

Mason, You said: "Also, I personally would watch for companies that might not make it, like IPEC and Brooks, or companies whose technology is suspect or is already losing market share, like IPEC, maybe EGLS or Semitool (whose copper technology seems to be getting shunted off to the side). I don't follow either Electroglass or Semitool so feel free to correct me if I'm wrong." I think you may be wrong with respect to EGLS and SMTL. No signs of marketshare loss with either to date. Also, with respect to SMTL, the market for Cu tools has not yet matured enough to make any measurement re marketshare...other than the fact that I believe 'Tool was and may still be ahead of NVLS and AMAT w/respect to the Cu tool. SemiBull

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