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Technology Stocks : Silicon Valley Group
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To: Phantom Dialer who wrote (1861)9/30/1998 9:30:00 PM
From: david alexander  Read Replies (2) of 2946
 
Wouldn't you think that AMAT would have to like this company at just slightly more than its cash value? When the orders break loose and they will they will be multi-hundred million dollar size. That should drive the equipment makers up fast and furious. A fab has to be kept at or near the cutting edge of technology these days to stay competitive. Lots of fabs around and most have held off big time on capital investment.
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