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: Proud_Infidel who wrote (23208)	8/21/1998 3:38:00 PM
From: Fortinwit	Respond to of 70976

How about those cos. with the most to lose b/c of the pushout of 300mm? Brian, I was thinking ASYT. The current price is somewhat compelling purely as a value play, but I keep asking myself the question "who's going to by great gobs of SMIFs?". I'm not convinced the drive to smaller line-widths is a good enough reason to buy ASYT right now. I definitely agree with PRIA. And with the Dollar where it's at, Daifuku is pretty darn competitive. OT: Ahhh, the miracle of the stock market... my GTC order to sell 1/3rd of my AMAT puts took (finally) as AMAT crossed below $30. The rest of the puts are now free, so they ride... F.