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 144.07

-2.3%

12:33 PM EST

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To: JSB who wrote (7332)	11/22/1998 5:56:00 PM
From: Mark Oliver	Read Replies (1) of 10921

Jeff, a friend of mine suggests a possible twist. If there are and will be fewer wafers going through the Fab ( more chips per die at 200mm and soon ( ok 2 years) 300mm wafers with still more die per wafer. Those companies who have equipment that deal with product at the "wafer level" will see a reduction in capacity requirements. Those companies that deal with product on a "per die" basis will not see the same capacity reduction demands. I would guess that the tester, die bonders, packaging type companies would be in this later category. If you also believe the theory that back-end companies will be the first to see recovery, it would seem that they are the best companies to own. But, returning to your question of buying puts, I don't have any suggestions. My luck with puts has been poor. I often find premiums are too high for the best short candidates. Anyway, I'm not that bearish at these price levels. Regards, Mark

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