Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: geoffrey Wren who wrote (5314)	5/6/1998 10:29:00 PM
From: SemiBull	Respond to of 10921

As mentioned on the AGAI thread, a number of their customers are in Japan which as we know is in a deeper recession than Tokyo would like to admit. But AG does have other non-SEA customers, including SGS and Micron (at one time at least). AGAI has good technical leadership - see new CTO - and will hopefully either (1) weather the storm; or (2) be bought out by someone looking to get into RTP. They are trading below book, but losing money, so the question is not whether they have a competitive product with AMAT (or MTSN if it ever goes commercial), but whether they can survive through this downturn. Just one man's spin....SemiBull