SI
SI
discoversearch

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.
Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?


To: Justa Werkenstiff who wrote (4427)4/11/1999 7:46:00 PM
From: Investor2  Respond to of 15132
 
Re: "NVLS reports earnings before the bell Monday. If "blow out" type numbers do you see that minimizing "The Compaq Effect" on the semi equip. stocks?"

Has any indication been given that "blow out" type numbers are possible or likely?

Best wishes,

I2

PS - Earlier today you posted an article on ETEC. I noticed that the author indicated ETEC enjoyed a near monopoly in its line of business. That's the second semi-equip company that I've read of that enjoys a monopoly (CYMI being the first). Then there are MSSFT and INTC. There seem to be quite a few monopolies in the high-tech area.

Best wishes,

I2