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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 226.53-1.2%Feb 10 3:59 PM EST
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To: Katherine Derbyshire who wrote (6330)7/21/1998 9:37:00 PM
From: eabDad  Read Replies (3) of 10921
 
Katherine: Do not underestimate Applied Materials. They are not without their flaws, but they are very aggressive, and are in four accounts by my count. I cannot disclose which, but I know. They have a better position at present than Semitool and CVC, IMO. Novellus has the best position at present.

Z
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