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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 157.09-1.7%Dec 4 3:59 PM EST

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To: Ian@SI who wrote (7849)5/29/1999 9:42:00 PM
From: Joe Cottonwood  Read Replies (1) of 10921
 
Ian,

This question has probably already been thrashed around in the preceding 7000 postings, but could you (or anybody else) be so kind as to summarize for a newcomer just which semi-equip companies are most likely to benefit from the switch to 300 mm? Or to expand the question, which semi-equip companies are at the cutting edge of 21st century technology? I'm looking for 4 or 5 to invest in.

This is such an erudite board, I thank you in advance for your help.

Joe C
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