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 228.38

+2.7%

Jan 21 3:59 PM EST

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To: goldsnow who wrote (7476)	1/5/1999 8:06:00 PM
From: GuinnessGuy	Read Replies (1) of 10921

To All: Isn't there a Semi-Conductor Stock Index? If so, could someone post a link to a location where I can follow it? From this URL it would appear that, at best, the Semi's and Semi-Equips are combined: quote.yahoo.com Anyhow, this is the best day that I can remember for the basket of Semi-Equips that I follow day to day. Wow! Any opinions as to whether this is a blow-off top or the beginning of a big move upwards? And while I'm here, does anyone have an opinion about AMAT's probable market share in CMP? I understand they captured a huge portion by practically giving away their stuff, but I also understand from one fab worker that they are anything but happy with the equipment. Since they can't give it away forever I am curious what others think about their future prospects. As this is an enabling technology beyond 0.25µ line widths I surprised that it isn't talked about more frequently. Craig

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