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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: michael97123 who wrote (44330)3/22/2001 4:57:21 PM
From: Ian@SI  Respond to of 70976
 
Mike,

Yes you are somewhat off base with the belief that the big chip equipment companies like AMAT, NVLS will all be winners.

I suspect that the statement will be valid for the specific companies for the next few years. However, being a large cap (i.e. a track record for having been successful) doesn't make any company invincible.

Look at AAPL, DELL, IBM, CSCO, XRX, Polaroid if it still has a ticker, BS, GT, ...

Ian