Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Jerome who wrote (7980)	7/14/1999 10:07:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 10921

Jerome, . What companies in the semi equipment group sell equipment for FPD's? I am not so sure you wish to pursue this. AMAT and LRCX have both shed their TFT divisions over the past two years, and would not have done so had they seen good money to be made IMHO. After all, AMAT is looking at acquisitions to enter new markets so why would they sell a profitable one they already were in? BK

To: Jerome who wrote (7980)	7/14/1999 10:13:00 PM
From: Ian@SI	Respond to of 10921

Jerome, 1. DRAM prices have firmed up a bit lately. If history teaches us anything, that will only be temporary. 2. FPD: PHTN is the key name that I'm aware of. I believe BRKS sells robots into that sector. I don't know whether or not PRIA has done any business in this sector . In any case, I still believe this sector's got lots of upward room left. We're only starting to see orders pick up. We have yet to see the earnings growth. Ian.

To: Jerome who wrote (7980)	7/15/1999 1:09:00 PM
From: geoffrey Wren	Respond to of 10921

NANO sells equipment used in manufacturing FPD's. <eom>

To: Jerome who wrote (7980)	7/15/1999 2:18:00 PM
From: Matthew Calvert	Read Replies (1) \| Respond to of 10921

HELX supplies FPD makers, From the WSJ off the Yahoo HELX thread 365 of 406 THE WALL STREET JOURNAL / NEW ENGLAND --- Heard In New England: Already Rallying, Helix Technology May Have More Value Up Its Sleeve ---- By Andrew Caffrey Staff Reporter of The Wall Street Journal ..... Helix, based in Mansfield, Mass., is the dominant supplier of cryogenic vacuum pumps to the semiconductor industry. It also makes other pumps, gauges and measuring devices, and does a smaller amount of business with disk-drive and flat-panel-display manufacturers.