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To: John Stewart who wrote (1370)6/11/1999 4:50:00 PM
From: Philip W. Dunton, Jr  Respond to of 3661
 
John/Ian, Merrill also dissed FSI International and that one was down over a point to 8.5 late in the day. This is further testimony to the technical strength of MTSN that it could so impressively absorb the dissing. Phil



To: John Stewart who wrote (1370)6/11/1999 4:52:00 PM
From: Ian@SI  Read Replies (1) | Respond to of 3661
 
... opinion of ML that I do :') I was truely amazed they even
mentioned them also.


John,

At least you read all or most of the words in the Press Release.

When I first read it I saw MTSN used in the same sentence as AMAT and missed the intervening "also ran" put down.

So I take back my earlier "wow" about Merrill notice.

I hadn't noticed Merrill being as ridiculous on the equipment sector as bipolar Tom K was on the chip sector. He was up and down on MU and INTC more frequently than a toilet seat in a very busy brothel.

Hope you can add Epi, RTP, ... to the Strip and CVD outlook.

Have a good weekend,
Ian.