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

To: Thomas J Pittman who wrote (3677)	12/8/1997 5:19:00 PM
From: Ian@SI	Respond to of 10921

TJ, I really don't know what to think about the short term. In the article you referenced, Art Z believes business is softening. In another interview with Brad Mattson (see MTSN thread for a URL), Brad says that he's seeing 300mm pull-ins, hopes he'll be ready, but no longer has a buffer should things go wrong with the upgraded Aspen platform or process tools. I can't believe that 300mm will never happen; or that the industry will decide that .35æm is good enough; or that clever people in various companies will quit innovating in their use of chips; etc. Not all companies will be winners. I have no doubt about the leading equipment companies. For me, it would hurt more to see a former holding triple after I sold than to be holding something that has temporarily underperformed. Best, Ian.