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To: Andrew Vance who wrote (16228)2/17/1999 9:49:00 AM
From: Tech Master  Read Replies (1) | Respond to of 17305
 
Anybody buying DELL this morning?

I am.....



To: Andrew Vance who wrote (16228)2/17/1999 12:00:00 PM
From: steve susko  Read Replies (2) | Respond to of 17305
 
Hi AV,

ENMD dropping substantially 1-1/2 below 20. Do you like this at this price?

Thanks for the good advice on CYMI. Up >3 today.
MIPS is also on fire. Do you know what's driving MIPS?



To: Andrew Vance who wrote (16228)2/17/1999 1:19:00 PM
From: Ritz  Read Replies (1) | Respond to of 17305
 
AV:

Thanks for the info. I know engineers have long memories, particularly when it comes to dealing with POS equipment...<g>

-Ritz



To: Andrew Vance who wrote (16228)2/19/1999 11:42:00 AM
From: Carl Mays  Read Replies (1) | Respond to of 17305
 
Andrew,

I fully agree with your view of SVGI. Many users will not purchase again when they upgrade technology. TEL seems to be winning most of the wafer processing orders.

I also think ASML will continue to win the scanner orders versus the Micrascan. ASML is continuing to do very well with the 5500 and the successful release of the step and scan has given them an impressive technology roadmap.


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