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Strategies & Market Trends : Galapagos Islands
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To: sun-tzu who wrote (38687)5/4/2003 11:57:45 PM
From: Techplayer  Read Replies (1) of 57110
 
We can believe AMAT, NVLS and KLAC...XLNX, ALTR, LLTC, MXIM are actually doing well. CAPex for the equipment companies has been weak at best. NVLS and AMAT both guided the near term future downwards. That being said, they move with the SOX...
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