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To: Mark Fowler who wrote (82957)11/3/1999 2:47:00 PM
From: Bill Harmond  Respond to of 164684
 
A beautiful thing.



To: Mark Fowler who wrote (82957)11/3/1999 2:48:00 PM
From: Bill Harmond  Respond to of 164684
 
INKT



To: Mark Fowler who wrote (82957)11/3/1999 2:50:00 PM
From: Bill Harmond  Read Replies (2) | Respond to of 164684
 
Kissyputs thinks this is a blowoff top. Was he a grown-up in 1994-1995?

JDSU still outperforms NVLS.



To: Mark Fowler who wrote (82957)11/3/1999 5:57:00 PM
From: fedhead  Read Replies (2) | Respond to of 164684
 
CYMI and ASML. Both are plays on the transition to 300 mm. Does anyone think that the semis need to rest a while ?

Thanks
Anindo


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