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To: Andrew Vance who wrote (14132)5/28/1998 1:49:00 PM
From: Doug Skrypek  Read Replies (1) | Respond to of 17305
 
AV: Now that NVLS has allied itself with LRCX for etch and IPEC for CMP, it seems to me that at some point all of these guys just merge and do battle against AMAT as one united force. Having said that, does this weaken SFAM's position vs. IPEC?

DS



To: Andrew Vance who wrote (14132)6/2/1998 10:16:00 AM
From: Andrew Vance  Read Replies (1) | Respond to of 17305
 
*AV*--I decided to wait on ALNK for a possible bottom prior to getting involved. It looks to be a good company and is a slightly less volatile area<GGG>. I think it will complement both DY and MTZ. If it doesn't go any lower, I will make sure I am invested prior to breaking through $15.

Andrew


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