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To: BMcV who wrote (660)10/29/2001 8:26:56 AM
From: robert b furman  Read Replies (2) | Respond to of 1138
 
HI Bruce,

Those with debt are in the gravest scenario.

In general,many in the semi-conductor equip sector have raised cash - even the big names with big cash : Nvls and Lrcx.

Could be preparation ror the long haul but I think proper strategic thinking is really key for the long term.

Brooks and Pria look to be very dynamic combo.JMHO

Bob