Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 268.72

+1.3%

Dec 3 3:59 PM EST

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To: Lane who wrote (20328)	6/14/1998 10:17:00 PM
From: Lane	Read Replies (3) of 70976

Thanks for the thoughts. never have been one for buying companies that have negative earnings. That pretty much rules out Nvls for me, especially when compared to Amat. Was actually thinking of a niche leader like Klac...currently at about 1.4 P/S. Also interested in Asyst.....trading around 13 with 10 book, P/S is close to 1.0. SMIF is interesting. BB do you (or anyone) have a feel for how well SMIF is becoming (or will become) established in the industry? Still don't think its time to buy yet. Thanks. Lane edit: Anyone like Klic?

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