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

To: H James Morris who wrote (13870)	12/26/1997 11:57:00 PM
From: ET	Respond to of 70976

hjm......i agree.....you will see more and more mergers and accusitions as these companies ..1....look for ways to save money[via consolidating offices and service centers thruout the world]....2....compete against AMAT.....3....offer more complete product line.....4.....diversify a lttle......etc......a potential take-over is Veeco Instruments..http://www.veeco.com/ jmho.....

To: H James Morris who wrote (13870)	12/27/1997 2:26:00 AM
From: greg nus	Read Replies (1) \| Respond to of 70976

H james morris, Bingo... my guess as previously posted AMAT to for FSII.

To: H James Morris who wrote (13870)	12/27/1997 12:42:00 PM
From: Proud_Infidel	Respond to of 70976

HJM, I too agree that '98 will be a lucrative year for the equipment sector. However, I disagree with your contention that the gainers will be limited to those who are acquired. Most of the stocks I track are trading at 2/3 to 1/2 of their growth rates, while the DJI is trading at phenomenally rich levels IMO. The semis have rarely lagged the overall market for long; usually from 1-6 mos. We are now 2 mos. into this current downturn and we find ourselves holding(those of us with $ are buying) stocks that are trading below their Jan. 1, 1997 levels. KIM that for many in this sector their Jan 1, 1997 levels were significantly below their Jan 1, 1996 levels. Point is that IMHO we are nearing the end of a bear market for many of these stocks. The SOX index rarely trails the overall market for an extended period of time. quote.yahoo.com The 1998-1999 timeframe IMO, will prove very lucrative for those who bought during this last downturn, during the summer slump of '96, or any time in between. Regards, Brian