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 142.62

+2.2%

Nov 21 9:30 AM EST

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To: Investor2 who wrote (7640)	2/13/1999 11:32:00 PM
From: Ian@SI	Read Replies (1) of 10921

I can't speak for Bob, but I can speak for myself. Using ASMLF as their Sales Channel for their mix and match strategy, in hindsight, seems to have been a rather naive strategy. i.e. - expecting ASMLF to sell 1 Utek stepper for every 2 of their own rather than just selling 4 of their own. It looks like they're no longer expecting a competitor to handle sales on their behalf. Hopefully that lesson has been learned and learned well. The opportunity for "mix and match" with their steppers is now past. If they blow it with the Ultrabeam, I'll probably not stick around to seen if they can turn the PGILD into a success. i.e. 2 Strikes and I'm out. 3 strikes and they're out. Even with the disappointments, they still offer significant price appreciation potential. I'd much prefer reality. Ian

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