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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Yakov Lurye who wrote (3319)	11/7/1997 11:09:00 AM
From: Cary Salsberg	Read Replies (1) \| Respond to of 10921

Yakov RE: "A Question from a Novice I have only a limited understanding of the semiconductor industry trends, but the few forecasts that I've seen, seem to suggest that equipment makers may do well in the next few years. As of now, I have a position in CYMI, but would like to diversify." Start with AMAT and KLAC! These are the industry leaders, the SP500 companies. As a play on the test area, I would consider EGLS. When the industry shifts to 300mm, new wafer probers will be required, but not necessarily new testers. Cary