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Strategies & Market Trends : LastShadow's Position Trading
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To: tom pope who wrote (4643)12/19/1998 1:20:00 PM
From: AlienTech  Read Replies (1) of 43080
 
You kidding right?
You want to compare CMOS to AMAT or KLAC? It is not just market cap but revenues, KLAC is 10 times as big as CMOS. And AMAT has a market cap less than AMZN but the main difference is, AMAT security uses jeeps to patrol their campus cause it will take them days to walk through them. YHOO uses one of AMAT's old offices.
If you are really intrested, NSM has the power to blow things up. They fell behind the techonology curve rather fast but they will catch up by the end of next year. So there is a good chance for better upside than any of the others.
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