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

To: Justa Werkenstiff who wrote (24635)	9/25/1998 4:50:00 PM
From: Duker	Read Replies (1) \| Respond to of 70976

<<There is no good news in this sector except that the institutions are buying the big cap semi-equips.>> Aside from AMAT, where are the other "big cap semi-equips"? Certainly, LRCX at less than $450mm is not a "big cap" and it was up a tick under 11%? NVLS a big cap? KLAC a big cap? Not by any standard definition...perhaps "bigger cap"..."bigger-than-SFAM-or-CFMT-cap" ??? What a long, strange trip... Let's face it, the industry-wide recession has lowered the capitalization bar considerably...this could prove to be a pretty nice attribute when we finally do get a recovery! --Duker