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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 172.27+4.6%Dec 19 9:30 AM EST
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To: LLCF who wrote (6770)8/20/1998 10:13:00 PM
From: Proud_Infidel  Read Replies (1) of 10921
 
DAK,

Re: IMO
if AMAT wants SVGI they are absolutely wearing it unless there is a poison pill in
place.

I would like nothing more. IMO AMAT needs to be in the litho arena since it represents ~35% of total capex spending. I believe, perhaps wrongly, it is really only a question of when they will stick their toe in the pool.

BK
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