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To: Dale Baker who wrote (7358)	6/10/1999 4:45:00 PM
From: WebDrone	Read Replies (2) \| Respond to of 118717

Suggest you rethink AMAT... I have been digging, and I think AMAT may be pretty steeply priced. Sure, they are the gorilla... at this point I am looking for a dip to rebuy my KLAC shares. I think KLAC may be running a leaner ship. INTC just announced a move to 300mm wafers- long awaited. ASYT is a 300mm play- but they are not going to show benefits for a long time, so it's another one to buy on a big dip. KLAC has a lot of 300mm tooling too. I know there are CYMI fans- and it just started to move today- but i don't know much about it. I would appreciate CYMI comments--- Web