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To: maceng2 who wrote (166722)	5/19/2002 9:27:50 PM
From: At_The_Ask	Read Replies (1) \| Respond to of 436258

Any thoughts on KLAC?

To: maceng2 who wrote (166722)	5/19/2002 10:07:16 PM
From: ild	Read Replies (1) \| Respond to of 436258

Well, I didn't mean you "hate" the company, just the stock. I hoped you as a person in the semi business would know something to dislike LRCX stock more than "common targets" like KLAC, NVLS and AMAT. I myself just play with SOX and SMH Most of them are fine companies and I'd like to buy their shares, but at much much lower prices. Question: Where do you see more competition: between companies that sell semi products to end users (ALTR vs. XLNX) OR semi equipment companies (AMAT vs. NVLS)