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.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (20325)	6/13/1998 9:47:00 PM
From: Backfill	Respond to of 70976

Jacob, The stock price of these powerful equipment manufacturers may get cheaper. I'm not recommending buying or selling this stock, however I think some people who invest in the tech sector do not understand all that they are buying, and this is why the tech sector is so volatile. with that said... I firmly believe that companies are still buying equipment (granted, overall equipment buying has decreased in general, compared to 1995), and with that buying, spawns the service contracts, spare parts, Process Eng., ect... AMAT has a huge install base...Semi manufacturing companies with new equipment (equipment still on the books) generally buy service contracts. A service contract for one cluster tool could be ~ 200K/year. Parts = ~ (their cost * two) training ~ 3K to 5K per week Process Help ~ few hundred / hour I guess this lack of knowledge is what propels the stocks to such loftly prices so quickly. I also believe we have a very well informed group here on SI but I wonder what percent of the market we make up? Jeff...

To: Jacob Snyder who wrote (20325)	6/13/1998 9:50:00 PM
From: Lane	Read Replies (6) \| Respond to of 70976

Hi Jacob and all... Interesting times to say the least. Great response to the Smart Money article! If one were to take a substantial position in 2 companies in this industry when the time was felt to be right, what two companies would they be? I think Amat is an obvious choice, but am having some difficulty with picking the second. Any thoughts any one?