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: C_Johnson who wrote (22238)	7/28/1998 11:36:00 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

Carl, Thanks for paying us a visit. Sometime last year you had Ramtron as a speculative favorite(can't remember when). Are there any companies you think look exceptionally attractive at this point? CYMI, ASYT? Or are you sticking with the names with the most liquidity? It seems in this market if you don't have a near monopoly in your segment, you will languish indefinitely. And have you heard anything about AMAT getting into the lithography business? There were rumors of an AMAT buyout of the SVGL unit of SVGI. Since this represents such a large portion on capex, wouldn't it make sense for AMAT to enter this arena? Sorry if I peppered you with questions but you are a valuable resource on SI. If it seems you aren't appreciated, don't take offense. Seems many SIers are suffering from the semi blues. Hopefully we'll see better days soon. Regards, Brian