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

To: Jay M. Harris who wrote (4159)	12/26/1997 9:51:00 AM
From: AJ Berger	Respond to of 10921

Yeah, you gotta have balls of Steel to buy this sector However, if you focus on the real cutting edge, next generation PROVEN technology that the industry MUST go into to evolve, you should be safer than most. I'd sooner buy TER then CYMR as the current need for testers will remain a lot more urgent over the next year or so, then under .25 micron etching stuff. Same goes for SFAM which is focusing on the .25 and 300mm CMP market which is where the growth will continue. Ironically, the under $1,000 workstation market growth has given fabricators a place to dump older technology and a breather to the industry moving to the next level of technology. This lul may cause box makers to suffer temporarially; but certain equipment makers should thrive. The PC100mhz memory spec issue will become a great deal more urgent over the coming year than most people think. Intel can't get Merc & >300mhz CPU without it, and many of Intel's other plans of getting into the 3D video market, and further audio/visual enhancements that can be enjoyed by Windows'98 simply won't fly without this next generation of Memory bus that even Alphas could use. These new chips will actually be tested at 133mhz to pass. I agree TER looks good here, especially with the recent endorsement from RMBS. I think I'll grab some TER on the next big dipe into the $20's. Good Luck, and Thanks.