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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (240)	8/1/1996 10:54:00 PM
From: Amir Shalit	of 132070

Mike, I have only one problem with your semi equipment picks. CVD is one of the only segments that is still growing (at lease it does not shrink) according to Lam's conference call and NVLS flat bookings for the qaurter which is by far better than industry performance. NVLS may do fine near term but don't you see a problem longer term if all the bigger players put a lot more effort into CVD since it's most profitable today. NVLS has nothing but CVD with very fat margins. Amir

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