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

To: Berk who wrote (36169)	10/8/2007 7:15:54 PM
From: Kirk ©	Respond to of 95405

Hi Dick, to be honest, we talked about some other projects we are collaborating on plus caught up on personal news. It would not be fair for me to try and put words into his mouth other than say I believe he still likes it for the long term and LRCX has closed most of the "valuation gap" that existed between it and AMAT. That is about all we said on that topic. Jong posts here investorhives.com now and then if you want to say hi and read some of what he writes.