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


To: Scott Maxwell who wrote (3771)12/12/1997 2:17:00 PM
From: Q.  Read Replies (2) | Respond to of 10921
 
Scott, most of the semi equip sales in 1998 are expected to be for technology upgrades in existing fabs, not for new fabs.

Technology upgrades means conversion to 0.25 micron.

Anyway, I'm leveraged with margin as much as I dare now, so buying more semi equips isn't possible. I was just looking for the best allocation within the sector for the next 6 months when I traded LRCX for PRIA.