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Technology Stocks : FSII - The Worst is Over?
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To: Joe Dancy who wrote (1396)8/29/1997 3:56:00 PM
From: Justa Werkenstiff   of 2754
 
Running Bull & Joe: If memory serves me correctly (I did some research to back it up), Kurlak downgraded only Intel and not AMAT. His downgrade of INTC had an affect upon the AMAT stock price as reported by various wire services. Rob Stern, I believe, is Merrill's semi-equipment analyst and as of last week I heard Merrill had a $140 price taregt on AMAT.

Could anyone please tell me if FSII has any leading edge equipment which is necessary for the transition to 300mm and less than .25u?

Thank you.
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