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Politics : Formerly About Applied Materials
AMAT 252.25+0.9%Nov 28 9:30 AM EST

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To: Tech Buyer who wrote (8315)9/30/1997 11:14:00 AM
From: Tito L. Nisperos Jr.   of 70976
 
Thanks for your timely post. Anything New and Better may soon take a back seat to still a Newer and Better one. All participants in the Semi arena are all very competitive. The Semi-Equips, meanwhile, benefit from supporting both winners and losers.

Many Investors sold AMAT to buy NVLS in the belief that the latter is the chief beneficiary of the announced IBM breakthrough in Copper and that the former may or may not benefit at all. Soon, they are going to see NVLS falling back into the Orbit of AMAT!...
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