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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: atxguy who wrote (22704)8/8/1998 6:45:00 PM
From: Proud_Infidel  Respond to of 70976
 
OK,

It does appears so. I am a holder of SFAM at higher prices than the market, and I believe they will prosper once the upturn begins. IPEC came out with some negative statements earlier this week which were company specific but dragged down SFAM anyway. When the upturn does begin, the CMP should be one of the first segments to move up, along with the lith tools(ASMLF).

BK



To: atxguy who wrote (22704)8/8/1998 8:15:00 PM
From: Joseph Beltran  Read Replies (1) | Respond to of 70976
 
OptionKid,

Pray, tell, what FACTS do you have to support your claim that AMAT'S CMP is killing SFAM and IPEC? CMP will be a big market and both SFAM and IPEC (if it survives this downturn) will make out like bandits, along with AMAT.


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