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


To: Tito L. Nisperos Jr. who wrote (9733)10/27/1997 12:18:00 PM
From: Jeff Mills  Read Replies (2) | Respond to of 70976
 
**Off Topic**
Tito and Kumar,

I know you guys mostly trade hi-tech, but what do you think of OXHP? Here is a $4 Billion company/year that is going to miss the Q by about $110 MM dollars. Its market cap has been cut to ~ $2.5 Billion. Any interest there?



To: Tito L. Nisperos Jr. who wrote (9733)10/27/1997 12:28:00 PM
From: vip  Read Replies (1) | Respond to of 70976
 
Tito:

What is the impact of this announcement from IBM on AMAT and NVLS.

-IBM today announced the first design tools, services, and expertise to help electronics manufacturers build products using IBM's copper-based microchip technology.

NVLS to benefit?

Regards,