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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (8002)	7/20/1999 5:19:00 PM
From: Jerome	Read Replies (1) \| Respond to of 10921

Sector optimism: the following quote is from the PHTN's earnings report. Display Search, an FPD research firm headquartered in Austin, Texas, indicates that a total of 44 investments -- in the form new fabs and capacity expansion -- are scheduled through the first quarter of calendar 2001, and Photon Dynamics is positioned to meet this demand. So my question is: Who else besides PHTN is suppling equipment to these fabs? Note that the expansion is only 18 months away. Some companies are going to profit greatly from this expansion. CFMT, LTXX, and I think PRIA are players in this market. Jerome