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To: John Stewart who wrote (2072)10/27/1999 2:25:00 PM
From: Philip W. Dunton, Jr  Respond to of 3661
 
John, The big boys seem to be moving INTO GSNX, not out of it! Price up almost 10% today. What gives?? Phil



To: John Stewart who wrote (2072)10/28/1999 10:09:00 AM
From: Ian@SI  Read Replies (3) | Respond to of 3661
 
John,

I caught the interview with Engibous (TXN's CEO) on Squawk Box this morning.

An interesting, though obvious, statement from him re the upward revisions to the SIA forecast for the next few years.

"We're looking at what capital expenditures will be required to supply that increased level of demand."

Wouldn't it be nice to add them as an Aspen III CVD user now that T.I. is a satisfied Strip customer?

Take care,
Ian.


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