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

To: blake_paterson who wrote (27642)1/9/1999 12:12:00 AM
From: Tony Viola  Read Replies (1) | Respond to of 70976
 
Blake, >>>"Looks like all back-end semi-equip longs should be rooting for Rambus:<<<

Mostly testers involved here. I'm surprised Teradyne wasn't mentioned. They'd better be ready with Rambus class RAM testers (their web page mentions one line of them called Aries). WRT companies the article did mention, HP and Advantest, testers are small potatoes at HP now and Advantest is Japanese. Teradyne would be the play, up a lot since October.

Tony



To: blake_paterson who wrote (27642)1/9/1999 9:20:00 PM
From: Paul V.  Read Replies (2) | Respond to of 70976
 
Blake, I noticed that KLAC was the number one Semi equipment in the Money current issue with the sector the top top sector mentioned. If I recall according to Gottfried chart patterns KLA and AMAT track very close. Am I correct then the momentum money, (readers of Money Mag.) will be buying the SEMI Equip. sector and AMAT as well.

Gottfried, correct me if I am incorrect.

Thanks.

Just my $.02

Paul


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