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Technology Stocks : Speedfam [SFAM] Lovers Unite ! -- Ignore unavailable to you. Want to Upgrade?


To: Proud_Infidel who wrote (2994)5/14/1998 10:47:00 PM
From: Steve Patterson  Read Replies (1) | Respond to of 3736
 
There are two ways to take the AMAT news:

1) The CMP market is doing very well despite the general malaise in semi stocks.
2) The CMP market is staying relatively static, and AMAT is eating everyone's lunch.

Given the price lately, traders have selected 2). Mr. Sam thought 19 was a good buy point in January. Will it come time to back up the truck? Anyone want to argue one of the two cases above?

Steve