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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Knighty Tin who wrote (43079)1/12/1999 7:13:00 PM
From: valueminded  Read Replies (2) | Respond to of 132070
 
Mike

It is funny, this past week has been full of press releases and analysts predictions of recovery in the semiconductor equipment industry. and now for the question, if the biggest semiconductor company is slashing spending by 25% for capital, how is is this good for AMAT and NVLS ?
Also, what puts are you adding next ?

thanks