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 : Stock Swap -- Ignore unavailable to you. Want to Upgrade?

To: Andrew Vance who wrote (14656)	7/7/1998 12:38:00 PM
From: Papillon	Read Replies (2) \| Respond to of 17305

Andrew, Is MIPS under $10 a buying opp or a signal of serious problems? Your opinion means a lot. TIA Papillon

To: Andrew Vance who wrote (14656)	7/7/1998 2:53:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 17305

Andrew, As one who works in the industry, what is your take on LRCX? With the jettisoning of CVD and the lack of interest in their CMP, it appears, to me at least, that they are now a one-trick pony. I am now hoping for a merger/buyout with NVLS whereas last summer this was a worst case scenario in my mind. I now do not think they are able to go it alone. Hopefully we will hear more rumors/gossip as Semicon West approaches. Are you attending? TIA Brian