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Technology Stocks : Semi Equipment-Sell when they're singing in the streets -- Ignore unavailable to you. Want to Upgrade?

To: Pink Minion who wrote (235)	7/18/2000 9:59:27 AM
From: Alan Gallaspy	Respond to of 276

The topic of lens manufacturers has come up from time to time on the lithography thread. Check out Subject 10915 This is just from memory, so it may well be wrong, but there are indeed precious few companies that can build the lenses and other optics needed for today's litho systems. I believe, in the US, that Danbury Optical, the people who made the flawed primary mirror for the Hubble Space Telescope, have in the past served this niche, but I do not know what their current status is. There was also mention of a German firm, perhaps Carl Zeiss or Schott. For example, check this out from Schott schott.de

To: Pink Minion who wrote (235)	7/26/2000 11:13:29 AM
From: Kirk ©	Respond to of 276

I wonder if this news from LSI could explain some of the selling today and yesterday? www2.marketwatch.com on LSI: Lehman Bros. analyst Dan Niles said that the revenue number “was $20 million light due to near-term execution issues.” However, he maintained his “buy” rating, as “the stock appears attractively valued.” Analyst Charles Boucher at Bear Stearns downgraded the stock to an "attractive" rating from a "buy." He noted that the company had guided estiamtes for sequential revenue growth at 8-10 percent, but came in at 4.7 percent. IF people are looking to sell, the first thing to look for is slowing revenue at the chippers who order the capital equipment. Market seems nervous as heck and not sure if "parts shortages" or "something else" is slowing revenue and earnings from what they could be. Boucher says LSI's management "now suffers from credibility issues." It would sure be nice if LRCX hits its numbers today and CEO Bagley is upbeat for the future (as he has been).