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

To: Steve Patterson who wrote (2995)	5/15/1998 10:47:00 AM
From: Proud_Infidel	Respond to of 3736

Steve, Re: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. At this point I too am inclined to lean towards #2. Given AMAT's history of gobbling up competitors and markets share during downturns, it would not surprise me in the least to see it come out as the leader. Another reason I am inclined to believe this, is AMAT's CC. The CMP gains they have made were trumpeted numerous times. Regards, Brian