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To: Andrew Vance who wrote (14760)7/12/1998 6:08:00 AM
From: Robert Einstein  Read Replies (1) | Respond to of 17305
 
Hello Andrew,

Everybody is waiting to buy AMAT on a pullback. My take is that lithography equip stocks such as ASMLF, CYMI etc will fare a lot better than AMAT. The reason being to go to 25mu or 18mu they do not have to change the fab much except the etching equipment.
Now being an amateur, I may be all wet. What do you think.
People love Heros of yesterday ala' INTC, AMAT, CPQ etc.

Thankyou for your response.

Robert.