Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 267.82

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10:22 AM EST

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To: Lone Star who wrote (33677)	1/12/2000 11:32:00 PM
From: Guy Gordon	of 70976

Loanstar: You are dead right on our being on the verge of a tech explosion. That's what caused the Nasdaq to go straight up in Nov & Dec 1999. Besides Semi. Equip. take a look at photonics (JDUS, SDLI, ETEK, etc) and the chip makers that drive the photonics (AMCC, PMCS, EMLX, VTSS, and even ANAD). I'm still trying to figure out how to play the Genomics explosion that will take place in the next decade.

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