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

To: Katherine Derbyshire who wrote (6952)	9/19/1998 10:22:00 AM
From: Ramsey Su	Read Replies (2) \| Respond to of 10921

Katherine, now the following up question. Jillions of R&D dollars had been spent on 300mm stuff by AMAT and other would be competitors. It is my understanding that it is ready to go NOW if the industry had not suffered such a major set back. The longer the "next" generation technology is pushed out, does it not create an uncertain window period for the semi eq manufacturers? By that I mean what is the possibility of a few new approaches, such as Rambus, to emerge, now that they have a little more time? I was of the camp that believes when the industry recovers, leaders such as AMAT would no doubt sky rocket to previous heights again. It now appears far less certain. Has the semi industry learned their lesson about supply and demand? Would there be an OPEC of the semi conductor producing nations? Would the street finally recognize that semi equipment sector is not growth but cyclical, thereby assigning a different PE when valuing the sector? Mason, thanks for Monty conference summary. Ramsey