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Technology Stocks : Dupont Photomasks (DPMI) -- Ignore unavailable to you. Want to Upgrade?


To: Duane L. Olson who wrote (775)2/12/1999 11:06:00 PM
From: Ian@SI  Read Replies (1) | Respond to of 955
 
Duane,

SVGI hasn't moved. ... and may not, unless and until it announces some large orders.

LRCX, on a relative basis is not yet fully priced. Given that it's part of the NVLS Cu solution, I'd expect it to do well this year.

The rest seem to be fairly to over valued, unless of course, INTC says it's going to build a $3B 300mm fab by next Tuesday. ;-)

Ian