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 : Silicon Valley Group -- Ignore unavailable to you. Want to Upgrade?

To: LLCF who wrote (1783)	8/6/1998 10:35:00 AM
From: David Aegis	Read Replies (1) \| Respond to of 2946

I'm guessing that the MIIIx's are part of that elusive "verbal indications of need" that Papken is always talking about. I do not think the Street will warm up to the stock until those verbal indications are converted to hard orders and the book-to-bill turns positive. Applied Materials, however, has shown some strength on cautiously optimistic comments made by Jim Morgan at the Robertson Stephens conference last week. Maybe August of 1998 will be like November of 1996, when positive comments on Applied's EPS conference call got the sector moving. --David