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Technology Stocks : Plasma and Materials Technologies !!!!

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To: Peter Dierks who wrote (220)11/25/1996 12:15:00 AM
From: davesd   of 383
 
Peter, if you follow semi small caps you would have noticed that none of them had any gains like the well know mid and high caps. The buying frennzy was for the big cap stocks. If this rally continues it will carry the small caps too.

I think tomorrow will be a good day for the small caps.....AMAT announced today that they are buying a small cap company called OPAL. This is going to get people into small caps hoping they own the next company that is going to be bought out by the big boys.

Unfortunately, I don't think PMAT is a takeover target, nor do I think that the insiders will want to sell.

PMAT has great technology and still has a significant lead over AMAT and LRCX .....they will either succeed or if they don't they will eventually get bought out hopefully at current prices. But my money's on them to succeed in a big way.

dave
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