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

To: McDuck who wrote (5349)	5/9/1998 12:39:00 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 10921

Re:I pretty much agree with this list (AMAT, NVLS, LRCX, SVGI, KLAC, UTEK, EGLS)with a couple of exceptions: LRCX - Could be left behind in the recovery (whenever that is) EGLS - Might not make it through the rough spots, but if it does, will do well. Personally, the weak link(s) IMO are SVGI and UTEK. SVGIs Micrascan does not appear to be doing too well and there is a rumor that SVGL may be sold to AMAT and announced at Semicon West in July. I once held both but recently liquidated my position in UTEK and traded into CYMI. BTW, I do hold EGLS and LRCX. EGLSs probers were rated very well against their Japanese counterparts. And for the turnaround play, not much will outperform LRCX in the next 4-5 yr timeframe in the semi-equip universe IMO. Also would add PRIA and CYMI to the list of semi-equips. Oh, and one more: ASYT. BK