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To: Zeev Hed who wrote (3858)8/3/1998 6:36:00 PM
From: NasdaqStud  Read Replies (1) | Respond to of 5058
 
Stitch - APMs stock is acting much better than RDRT or perhaps any of the component co's for that matter. I am unsure as to why, at current valuation, Samsung would not acquire RDRT who has already qualified on new programs there. This, IMO, would make more sense.

Also, my sources indicated that RDRT is close at WDC on the new 3.4 program and is working hard on the 4.0 product. Hopefully, they will qual there first. the STUD!!



To: Zeev Hed who wrote (3858)8/3/1998 7:17:00 PM
From: Stitch  Read Replies (1) | Respond to of 5058
 
Zeev,

I am now well on VECO having averaged. I will likely join you on the bail and would love to see a couple more points before that time but there is tremendous near term pressure on the techs. I keep wondering when it will catch up again with VECO. They are certainly running counter at the moment. (Thank goodness..it was starting to leave a gaping hole on the starboard bow).

Best,
Stitch


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