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To: davesd who wrote (74133)11/8/1999 10:07:00 AM
From: Lone Star  Respond to of 86076
 
AMAT bought the MORI source technology, has not released any products with it. Not forcefill. AMAT is still the best company in the sector, but I believe all this sector's stock prices to be way ahead of themselves, priced at "Goldilocks" levels. Yes, we could be at the beginning of a two, three year capacity buying splurge but so much could go wrong.