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 226.53

-1.2%

3:59 PM EST

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To: Q. who wrote (6316)	7/20/1998 9:54:00 PM
From: LLCF	Read Replies (1) of 10921

AMAT is the industry darling... IMHO: 1.) this status has spread over the years and 2.) this status will probably continue to increase in the future. Therefore 3.) AMAT will trade at higher multiples than in the past given the same point in the cycle. It makes sense as well... some of the bit players may get snapped up for great prices in this downturn by AMAT others may go out of business. AMAT doesn't have that risk according to Mr. Market. DAK

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