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Technology Stocks : MKS Instruments, Inc. (MKSI) -- Ignore unavailable to you. Want to Upgrade?


To: kinkblot who wrote (61)2/7/2001 11:27:33 AM
From: John Finley  Read Replies (1) | Respond to of 104
 
Thanks for the synopsis of the CC, Will. Very informative. The "uncertainty" will probably limit us for a while, as I suppose everyone is expecting.

The integrated systems while having the highest margins will also be the biggest question. Their bread an butter has been sub-systems so there is always that to fall back on, though. This is the type of company I like - the chance of decent market expansion while having a solid related business.

Re: "color and tenor"

Artists and singers <g>. I guess "ballpark estimates" are out of vogue, although we haven't strayed too far from sports metaphors with color...

Here's a semi-related <g> potential MKSI acquisition:
sig-inst.com

JF