Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: KY who wrote (267)	2/21/1999 11:09:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 54805

Kevin, looks like we've got some discussion going here on the semi equips, esp. AMAT, at least between the two of us. I pretty much knew they had to be a king, just wanted to get it going about them. I've endured the latest bust cycle with AMAT and now I hope to enjoy the boom...looks like AMAT and other semi equips are just getting rolling. Before you know it, the momentum crowd will join the fun. You mean the MoMo crowd hasn't started in yet? If you're right, it's going to get downright crazy. How about AMAT.Com? Well, maybe not, that was last quarter. AMAT is fine. Tony