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

To: 16yearcycle who wrote (24307)9/15/1998 1:35:00 PM
From: Gary Burton  Respond to of 70976
 
Pound for pound KLAC is better value at 20ish than AMAT at 20ish---even more so if NVLS and KLAC combine ( eventually maybe with LRCX) to fight AMAT My 2c



To: 16yearcycle who wrote (24307)9/15/1998 3:49:00 PM
From: akidron  Respond to of 70976
 
Yeah it can be. but I thought i would go to 2o based on semi-equip fundementals.... add the world and..... fyi... I kept rasing the price I would sell at on the way up to, and sold when I saw the first iceberg..... on pfe... I took my profits today... just making short term in and out plays... don't think anything's hit the bottom yet.


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