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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 153.34-5.0%3:59 PM EST
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To: Jerome who wrote (7288)11/8/1998 9:47:00 PM
From: Dr. Bob  Read Replies (1) of 10921
 
Jerome,

I think the best way to spend $10,000 in the next 6 months in the semi equipt sector is to sit on your hands. Until KLIC sees an upswing, no one else is going to. Until fabs are running at 90+% capacity, new ones aren't going to get built - and with line widths shrinking and 300 mm years off, it's tough to see why anyone would need to. Having said that, I think FPD companies are a niche worth looking at, so I like ORBKF. I like KLIC, because sooner or later (probably within 6 months), people HAVE to buy bonders as unit counts go up. And I like ETEC because of line shrinks being the current driver.

So my first idea is leave it in cash, but if we have to give you a portfolio, I'd invest my $10,000 in ORBKF, KLIC, and ETEC.

Bob
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