Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 260.78

+0.2%

Dec 24 9:30 AM EST

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To: StanX Long who wrote (59673)	2/6/2002 9:05:11 PM
From: Hawkmoon	Read Replies (1) of 70976

Hey Stan... What's the low-down on HPL Technologies (HPLA).. There's no discussion thread for the company and I've done some cursory diligence (on behalf of the Mrs. who asked me to do so).. I see they are growing pretty quickly as per their last quarterly, but the revenues are still sub-par vis-a-vis current market valuation of $400 million. Combined with the fact that INTC has apparently spent all of their money last year for capital upgrades, and AMD is supposed to be the main player this year for capitalization expenditures, how is HPLA positioned?? It attained a new high in December but has been selling off ever since. Run up to pump up value before the merger with Testchip? Appreciate any assistance or direction to a thread where folks have been discussing the company. Hawk

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