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

To: Kirk © who wrote (9904)5/29/2003 12:58:35 AM
From: Cary Salsberg  Respond to of 95738
 
RE: "fwiw, I'm glad I didn't "upgrade" UTEK or LRCX to the others here:"

Nothing has happened, yet, unless you are a short term trader. Check AMAT and UTEK price action from '96 to 2000. I believe that will closely approximate why you should "upgrade."

I am very excited about our technology future and I believe that there will be big differences between the returns of the real drivers of technology and the also rans. I believe UTEK has proved to be an also ran and LRCX has moved from first level to second level in semi-equips. KLAC and NVLS need LRCX etch to provide a competing solution to AMAT, but KLAC and NVLS are the leaders of that group.



To: Kirk © who wrote (9904)5/29/2003 11:18:28 AM
From: Proud_Infidel  Read Replies (2) | Respond to of 95738
 
But I did notice banks and other places are going to Flat Screens so they can have more space.

Flat panel displays also use about a tenth of the power compared to CRTs, so there is a real cost savings there for the user(not to mention it is much better for the environment).

BK


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