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

To: Q. who wrote (3763)	12/12/1997 2:12:00 PM
From: Scott Maxwell	Read Replies (1) \| Respond to of 10921

Re: trading LRCX for PRIA: better to buy both at this level. The latest virulent meme has fabs monstrously overbuilt and a long period of retrenchment not only in SEA but elsewhere, thus the "low" price for PRIA with its exposure to big new non-SEA fabs. But this meme has some flaws, like: won't difficulty in building new fabs in SEA translate to greater willingness to build in Europe and North America as the overcapacity dries up? Some of the major players are having their purse strings cut, which should make the rest healthier. Right? <whistling past the graveyard> I bought some PRIA today as well.