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

To: Ian@SI who wrote (3482)11/14/1997 2:27:00 PM
From: FJB  Read Replies (1) | Respond to of 10921
 
Ian,

RE: ML believes that it will take more than a year before the bugs are worked out, the processes developed and optimized, before volume orders begin for production fab lines.

DUV has been used in labs for several years now. I sincerely expect most "bugs" will be worked by 2000, a full five years after serious DUV work began.

Bob



To: Ian@SI who wrote (3482)11/14/1997 8:06:00 PM
From: Justa Werkenstiff  Read Replies (1) | Respond to of 10921
 
Ian: I cannot disagree with what you have said in #1 or #2. I am a little curious as to point #3. While I agree with your belief that the long term prospects of the semi-equipment area are promising (I don't think I said otherwise), does this mean that you intend to hold on to your positions through any cyclical downturn you may see on the horizon?


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