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To: marc ultra who wrote (6727)8/12/1998 1:58:00 AM
From: marc ultra  Read Replies (1) | Respond to of 42834
 
re:semi equipment, I listened to the AMAT conference call,sounded pretty dismal, could give no guidance for next year. The only positive is they thought they could pick up market share with the poor conditions. I don't feel so great at having picked up NVVLS in the morning. I wouldn't be surprised to see a halt in their outperformance from here and could be a rough day tomorrow but hard to tell with these