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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (6554)10/30/2002 8:49:28 PM
From: Cary Salsberg  Read Replies (1) | Respond to of 95536
 
RE: "...but perhaps theirs works well enough..."

"Well enough" for an 80-90% market share!

RE: "...ALTR/XLNX space..."

I have become convinced that this "space" is the most promising in the semi sector. I rank XLNX the #1 semi prospect. Very high potential reward, very low risk. As chips become more powerful and more expensive to fabricate, one may conjecture that all chips will eventually be PLDs.



To: Kirk © who wrote (6554)10/31/2002 7:06:15 AM
From: GREENLAW4-7  Read Replies (2) | Respond to of 95536
 
KIRK, don't u think LRCX is just a little over extended?? Current move after earnings were 1/2ed is 100% 6 to 13.

How much higher can she go without retracing atleast 40% of the move?

Good luck, but I think LRCX is an excellent short here.


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