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 172.23

+4.6%

3:59 PM EST

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To: Proud_Infidel who wrote (6755)	8/20/1998 6:46:00 AM
From: LLCF	Read Replies (1) of 10921

<Re:but they have pretty substantial market share in all of the high-priced segments except litho.> Also important to remember if AMAT has a decent investment banker is the price of Litho from AMAT's viewpoint has plummeted! They could buy SVGI (the whole damn thing) for nearly 100% premium and pay only 600 million. They could then sell off the rest at bargain basement prices and keep litho at a very resonable cost IMO. DAK

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