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

To: Proud_Infidel who wrote (19157)	5/4/1998 7:42:00 PM
From: Gottfried	Respond to of 70976

Brian, thanks for the rumor. There is much more semi equip info in the linked post. GM

To: Proud_Infidel who wrote (19157)	5/5/1998 12:04:00 AM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Brian and all, "Buffett Again Declines to Flinch At Stock Market's High-Wire Act" May 5, 1998 By JAMES P. MILLER Staff Reporter of THE WALL STREET JOURNAL OMAHA, Neb. -- Nearly 600 points later, Warren Buffett is still cautiously optimistic about the stock market's ability to sustain sky-high valuations. In comments to stockholders Monday at Berkshire Hathaway Inc.'s annual meeting here, the legendary investor reiterated, with qualifications, the outlook he enunciated in his annual letter in mid-March: The market isn't overvalued, he said, if interest rates remain low and increasingly efficient U.S. corporations continue to deliver the kind of "extraordinary" return on equity they have delivered in recent years. [snip] subscribers: interactive.wsj.com GM

To: Proud_Infidel who wrote (19157)	5/6/1998 2:00:00 AM
From: Paul V.	Respond to of 70976

Brian,> SVGL is not doing so well with its Connecticut facility all decked out and not producing steppers. Yep, they are talking to each other again and maybe they will come to terms on price prior to SEMICON WEST. IF they do not come to terms, and I do not think SVGL is the right candidate for acquisition anyway (#4 behind Nikon, ASMLF, and Canon), it is within AMAT's capabilities to go after either Canon or ASMLF if they wanted to.< Isn't ASMLF the company that AMAT has as the stepper on its pilot line? Also, isn't it SVGL which is part of the corsortium with Intel, and other companies? If so, this could be a good match with good potential. Just my opinions. Paul V.