Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Lone Star who wrote (9473)	10/24/1997 2:27:00 PM
From: Swamy S . Bale	Read Replies (1) \| Respond to of 70976

Now ASND and AMAT are in the same price. Which one, you people think, will appreciate faster in six months? Swamy

To: Lone Star who wrote (9473)	10/24/1997 3:58:00 PM
From: Sam Citron	Respond to of 70976

Lone Star, I agree and am more bullish at these levels, but Asian currency turmoil is bound to impact their infrastructure spending short term. Expensive dollar could also make Tokyo Electron more competitive. Those are the only fundamental impacts I can see from the Asian crisis. I guess some of the Tigers may simply have gotten ahead of themselves in conspicuous showcase development projects like fabs and are now starting to pull in their horns a bit. Certainly not a doomsday scenario. Wall St., as usual, is overreacting. SC