Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Kulicke and Soffa -- Ignore unavailable to you. Want to Upgrade?

To: HoodBuilder who wrote (2338)	12/13/1997 4:39:00 PM
From: Darin	Respond to of 5482

To All, A blurb from a fortune article, whole article is also linked below: Ron, what stocks excite you right now? Elijah: The chipmaking-equipment stocks are a huge buying opportunity. I called up Micron, which makes DRAMs. What are they going to do? They spent $600 million in capital equipment in 1997 and they're going to spend $900 million in 1998. They've got to, the equipment that was leading-edge two years ago is now behind, and if you don't upgrade, you're out of business. That means good things for the equipment companies. McNamee: Those stocks were also huge performers. Doerr: They're all up 50% for the year--minimum. Elijah: Yeah, they were up 100%. I own Applied Materials. I own Novellus. I own KLA-Tencor. I own Lam Research, which is working itself out. I own Asyst Technologies. pathfinder.com