Bob Brinker: Market Savant & Radio Host Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mannie who wrote (7066)	8/22/1998 9:45:00 PM
From: Mitchell	Read Replies (1) of 42834

Scott, He also said he bought (added to his position I think) NVLS. That's good news for the Semiconductor Capital Equips. Which I agree are a real good play right now. NVLS is now a defendant in litigation brought by Semitool (SMTL) over the copper ECD tooling that is picking up steam. I wonder if Bob knows about SMTL ?? For your Info...Check it out... SMTL is Selling at 1.2 X Book value, making a profit and holding up pretty good though the industry's latest BTB slump. For the first nine months of fiscal 1998 Semitool reported net sales of $138.8 million, up slightly from the $137.2 million of the comparable period last year. How can this be ??? When the entire segment is getting slammed ? Well, I think it's clear. Their customers continue to be interested in emerging technologies "as evidenced by the market penetration of the ECD product line". (Mr. Thompson from the July quarterly report) Copper and other metal plating opportunities are growing as semiconductor manufacturers apply ECD technology to specific devices. SMTL is positioning itself to maximize growth opportunities as the migration to Copper unfolds. This one is a Strong Buy ! Mitch Yes, I'm loading up too ! At 8$ a share, why not ???

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next