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

To: Tony D. who wrote (5536)	5/26/1998 12:01:00 AM
From: shane forbes	Read Replies (2) \| Respond to of 10921

Hi Tony: RE: Aside from when to pull the trigger to get in, I am curious as to which company you think has better prospects. Buy Both - quality companies - know AMAT much better and can't feel but be very impressed by everything they do; know NVLS somewhat (thru Cu) and listened to a recent c.call and liked them (maybe a smidgeon less than AMAT) but still liked them an awful lot. Likely you'd do very well with either. Gun to the head - I'd pick AMAT. [Katherine is the clear techie expert here - you should ask her about the companies as far as technology is concerned.] Shane.