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

To: Pseudo Biologist who wrote (5240)	5/2/1998 1:07:00 AM
From: shane forbes	Respond to of 10921

PB: Thanks (don't know if I would trust LRCX and don't know much about EGLS and I wish UTEK's CEO would stop whining but the other 4 are pretty solid (assuming SVGI can sell to Asia). Certainly tough to go wrong with KLAC, AMAT and NVLS.) --- All this cyclical rambling thing will change in a heartbeat: when people wake up and realize that the PC industry is actually recovering very smartly these days (from a very severe inventory adjustment) and people also realize that the cutbacks in cap.exp spending by the chip companies are beginning to lead to stabilization of lead times and prices in the chip industry. ---- My gut is telling me that many of the semis (esp. the non-commodity guys) are seeing prices stabilize and lead times lengthen and that maybe not immdediately but with a lag of a few months many of the semi-equips will follow (but definitely not all!). The only bugaboo of an unknown soldier is Japan. ---- Shane.