Anybody out there work closely with semiconductors--sales Message Board

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Technology Stocks : Anybody out there work closely with semiconductors--sales

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To: MiKe who wrote (21)	1/20/1997 10:29:00 PM
From: daniel becker	of 25

My firm owns a lot of PRI automation..I'm not as familiar with it as others I work with..but they all seem to like it..I have lots of product literature and financials on my desk as we speak..trying to learn more about it....NVLS had a conference call today...seems they are suggesting orders definit.ely have bottomed and will sequentially increase every quarter in calender 1997. No new fab orders but more technology feature size shift driven..HDCVD orders for .35 micron and below are really ramping...you probably already heard about INTC's revision to their cap spending plan last week? IF not, they are going to spend +50% in 1997....big numbers...lithography, CMP, HDCVD. By the way...I can talk about facts but I can't and won't recommend stocks...better for me to stay objective.. Hope your making $$ Mike, do you know anything about VERILOG and VHDL programming tools.. I'm particularly interested in understanding how if at all, new devoloment tools may result in less "proprietaryness" or more commoditization long term in the PLD business. Dan Becker

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