Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

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To: Sun Tzu who wrote (6075)	5/13/2003 12:39:25 PM
From: Cary Salsberg	Read Replies (2) of 25522

OT NSM - not up to par with LLTC, MXIM in analog/mixed signal and not up to par with LSI in ASIC. They are a long time player. I don't have them on any prospect list, so my opinion is from observing Silicon Valley stocks very closely since 1990. The husband of one of my wife's best friends is an employee. I have never been interested in talking to him about NSM.

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