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To: Alski who wrote (8333)4/21/1999 10:47:00 PM
From: SJS  Respond to of 14427
 
Will do. This guy at Delphi (from Boston) talked about this as a second-tier overlooked player that's got a great product technology, while everyone else want to buy the "big boys". He likes this secondary tier because there are real values, and you can get doubles and some triples, too.

LSCC and AMAT won't double or triple....according to him.

Nite.

Get ready to rumble tomorrow.!!!

PS (EDIT): Closing note from daily commentary at Marketwatch.com:
_______________

........As well, semiconductor equipment stocks grabbed husky gains on the back of an improving book-to-bill report and favorable analyst comments. The Semiconductor Equipment and Materials International trade association said the ratio of chip equipment orders to chip equipment shipments increased to 1.30 in March from February's 1.21 figure.

In addition, Morgan Stanley Dean Witter analyst Jay Deahna hiked his view of chip industry growth to a range of 5 percent to 10 percent from his prior forecast of unchanged growth to a 10 percent decline.