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Technology Stocks : TNCR, the MOST Undervalued Semi-Equipment Stock

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To: Mark Hood who wrote (190)5/28/1996 10:50:00 PM
From: viamyid1   of 362
 
Tencor fell more today. Has it hit bottom or will we test the March lows (high teens)? I'm still holding on, but am getting concerned. Any ideas on how Texas Instrument's new chip will affect the need for them to use Tencor products? How big of a supplier are they to Texas Instruments? Also, if any former Tencor employees read this, please comment on your view of the company's future. What is their market share and how big is their potential market (ie. can they keep growing revenues at the current pace for the next few years)? What about the AIT, how much will it contribute to revenues each quarter? I know these are a lot of questions, but I'd be appreciative of anyone's thoughts. Thanks.
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