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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 148.32-3.3%Nov 14 3:59 PM EST
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To: john rieck who wrote (7628)2/9/1999 12:03:00 PM
From: Proud_Infidel  Read Replies (1) of 10921
 
I cannot speak for all of the above but AMAT continues to eat mkt share from SFAM much the same as INTC and CSCO with AMD and COMS, respectively. The big get bigger and stronger while the smaller cos. struggle, as evidenced by their share prices. I hold SFAM now(it's my weakest position) but will sell it if indeed it does play "catch-up", since they have lost precious ground to AMAT in the last year.

BK
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