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Politics : Formerly About Applied Materials
AMAT 265.39+4.2%Dec 2 3:59 PM EST

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To: 16yearcycle who wrote (13909)12/29/1997 3:50:00 PM
From: Big Bucks  Read Replies (4) of 70976
 
Hi Gene,
NVLS seemed to manage a price 30-50% above AMAT this past year
in spite of the $80M settlement for patent infringement. I think
I would expect similar results this year. Expect to see $40+ by
Feb/Mar. I'm not currrently tracking NVLS or LRCX very closely,
but they have been beaten down along with AMAT recently and should
see a good bounce when semi equip stocks come back into favor again.

Good Investing and Happy Holidays to you also!
BB
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