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To: Proud_Infidel who wrote (3723)12/15/1999 12:50:00 AM
From: Donald B. Fuller  Read Replies (1) | Respond to of 5867
 
Hey Brian - I've been a big time AMAT supporter and holder since 1995 but LRCX just recently appeared on my radar screen - since their Teres Taiwan Semi win - Teres AMD win etc.. I think they have a CMP product to be reconed with and their etch products sound strong too. Do you have any crystal ball entry point type opinions? I won't hold your feet to the fire - just interested in your opinion.
Don