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

To: cfimx who wrote (3907)	12/18/1997 3:28:00 PM
From: Jay M. Harris	Read Replies (2) \| Respond to of 10921

Twister, I love KLAC. I just happened to catch the falling knife with Veeco and CYMI. I think AMAT is the best equip in the world, and like IPEC & SFAM as a package CMP play although this sector is very competitive. Finally, I think ASMLF has a 30% throughput advantage in Deep UV over any other DUV vendor. I like ASYT and PRIA for fab automation and handling. I also think that back end test is hot currently as the DRAM makers move to SDRAM which requires much more testing of higher density devices. Please remember, I expect all of these Companies to hit 1X revenue with a 15% revenue haircut 6 months out. Jay