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: Jacob Snyder who wrote (5575)	5/27/1998 5:04:00 PM
From: Proud_Infidel	Read Replies (3) \| Respond to of 10921

Jacob, Re: KLAC and INTC and BA look better today than AMAT or NVLS. I agree that in the ST the outlook is crappy. But if your timeframe is anything greater than 6 mos., it is my belief there are few better buys than AMAT at current levels. Re: KLAC I had thought of adding some but when I heard AMAT's CC and looked at what they have done in the past, I thought it would be best to stay with the gorilla, er leader<GGG> SFAM, IPEC etal are getting their lunches eaten by AMAT. My hunch is KLAC is to see much of the same. Brian