Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 318.63

-3.0%

3:59 PM EST

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To: 16yearcycle who wrote (23707)	9/1/1998 8:38:00 PM
From: Big Bucks	Read Replies (2) of 70976

Gene, I think NVLS and KLAC are good mid/long term buys, there may be more downside but upside in 2 years is probably 2x-3x, IMO. NVLS has designs to be as big as AMAT, to do that they need etch and CMP which LRCX could provide, I think you get my undertones on this one. NVLS seems to have/maintain a 20% premium to AMAT, but I don't follow it very closely. I think KLAC should do well and will be a leading indicator of semi-equip sales upturn as chip mfg's need test equipment for next generation devices/chips. Nice rally in the equip mfgs today, how long will it hold is the question. Still waiting, congrats to all who bought yesterday and today, traders probably did well and will continue to do so on the day to day volatility. BB

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