SI
SI
discoversearch

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.
Technology Stocks : Kulicke and Soffa -- Ignore unavailable to you. Want to Upgrade?


To: HoodBuilder who wrote (3128)11/15/1998 6:53:00 PM
From: Gottfried  Respond to of 5482
 
Michael, re >The semi-equips are like the drillers, out of favor now <

Looks like the drillers are more out of favor.
I used AMAT and SLB as proxies...
techstocks.com

G.



To: HoodBuilder who wrote (3128)11/15/1998 11:12:00 PM
From: bob oserin  Read Replies (1) | Respond to of 5482
 
Hey, you sound almost like a believer.
$600-$1000 PCs use commodity chips. I can't see strong
demand for more expensive technology. Order flow will likely be
replacement and maintenance, IMHO.


BOB O