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

To: David Aegis who wrote (9111)10/21/1997 3:23:00 PM
From: Jeff Mills  Read Replies (2) | Respond to of 70976
 
David--

Thanks for the KLAC notes. The stock is acting well today, up 5%+ on huge volume > 6 MM shares. On a side note, what do you think about LRCX here at $39--down from a high of $67?

Cheers!



To: David Aegis who wrote (9111)10/21/1997 3:39:00 PM
From: davesd  Respond to of 70976
 
It's strange that the semi stock aren't moving up based on the KLAC conf call. MTSN reports earnings today, all signs from the company have been good. I doubt MTSN will have any impact on the major semi stocks, but any positive new should help.

dave


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