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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Jeff Mills who wrote (9112)10/21/1997 3:30:00 PM
From: davesd  Respond to of 70976
 
Jeff, I am the wrong person to ask about the semi industry, I still think they got a tough year ahead of them. I would much rather hold AMAT or KLAC vs LRCX. I haven't heard too many good things about LRCX recently...maybe there's a reason why it started it's slide long before the other did.

dave



To: Jeff Mills who wrote (9112)10/22/1997 12:07:00 PM
From: David Aegis  Read Replies (1) | Respond to of 70976
 
OFF TOPIC--LRCX--Jeff, I like Lam. I think the new CEO, Jim Bagley, is a go getter. Lam has preannounced near term transition difficulties such as higher R&D expenses for CMP polishing at the Ontrack subdivision and ramp-up issues with the Alliance cluster tool. The sell-off to the high 30's was, IMHO, way overdone. Lam has the most upside potential of any equip. stock I hold. Check out this recent link:

techweb.cmp.com

--David


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