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


To: 16yearcycle who wrote (20523)6/17/1998 3:40:00 PM
From: Justa Werkenstiff  Read Replies (1) | Respond to of 70976
 
Gene: KLIC news definitely does not bode well for large cap semi equipments as leading indicator. As I write, they have been most affected by pre-announce percentage wise -- AMAT, TER, NVLS, KLAC leading the charge down. Small caps not much affected. Taking some AMAT now even though I cannot argue that KLAC has better value.