SI
SI
discoversearch

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.
Technology Stocks : General Lithography -- Ignore unavailable to you. Want to Upgrade?


To: Andrew Vance who wrote (916)3/16/1998 7:25:00 PM
From: Crossy  Respond to of 1305
 
Andrew,
thanx for Your heads-up on ADEX. I really can feel with You. Anyway, better stubborn at times than making unprofitable trades. ADEX has an appeal because it's PSR rating falls so much apart the rest of the industry. When You are doing those kind of plays You are in for half a year at least.

I know they are in testint/yield improvement segment of the industry. I also thought that the delay in movement to 300mm wafers should cost them business in the short run.

In the mid-long term they should thrive, moreover many industry sources seem to maintain that the test/yield segment of capital eqipment should experience healthy growth in light of the rest of the sector, even this quarter with the AFC looming shortterm

Thanks alot for Your inpuit, it's highly appreciated..

regards
CROSSY

BTW: will load up @ 15-16. Can wait but not long <G>



To: Andrew Vance who wrote (916)3/17/1998 6:00:00 PM
From: Crossy  Read Replies (1) | Respond to of 1305
 
Andrew & all,
ADE Corp is in the news again. They are merging with Phase Shift, a privately held firm to strengthen their metrology unit: biz.yahoo.com

Where do You see the significance of the deal ? Is this a real step ahead for ADEX ? It sure looks good but I don't the practical experience to judge whether Phase Shift's products are renowned & well received by the industry professionals or not.

TIA,
CROSSY