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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 233.75-0.6%12:42 PM EST
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To: Katherine Derbyshire who wrote (6347)7/22/1998 9:37:00 PM
From: SemiBull  Read Replies (1) of 10921
 
<You'd have to ask the original poster whether AMAT is better off than Semitool on plating. My evidence suggests that they are not, but he claimed to have other information.>

Thanks Katherine. My research to date still supports the point that SMTL makes the better plating tool...which is not to say the AMAT won't be competitive sometime....or that SMTL won't be bought out by a bigger fish - AMAT perhaps, though I suspect it may be a European player given the way (former CEO, now just COB) Ray Thompson has "befriended" so many in the Valley by turning down at least two buyout offers. :~) Thank heaven they have quality engineers.

SemiBull
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