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


To: Big Bucks who wrote (10307)11/3/1997 3:09:00 PM
From: caly  Read Replies (1) | Respond to of 70976
 
Sorry if this has already been mentioned, but there's a feature good article on James Morgan and AMAT in November's "Electronic Business." He's even full-page on the cover.



To: Big Bucks who wrote (10307)11/3/1997 3:42:00 PM
From: akidron  Read Replies (3) | Respond to of 70976
 
thanx for the post... now if we can only get dave dhillon to read it. it rather supports my contentrion that while margins are under pressure money is still being made suffient to justify capex.... also the heavily subsidized europeans are expanding fast, and also growing comsuption fast...



To: Big Bucks who wrote (10307)11/5/1997 10:54:00 AM
From: GW  Respond to of 70976
 
Your news of continuing market growth in hi tech sector is great. AMAT rebound nicely from our bottom low 30s. XYLN and HKT rebounded nicely also today. Looks like LARS TLCM and INTC are now great buy while they are still on sale like AMAT was a few week back. Happy Investing.