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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?


To: steve susko who wrote (39327)5/12/1999 7:50:00 PM
From: Glenn  Respond to of 90042
 
I totally agree on AMAT.
This one trades like DELL. Hard to make a bad call on that one.
Great stock.
Nice call,
Glenn



To: steve susko who wrote (39327)5/13/1999 2:51:00 AM
From: steve susko  Respond to of 90042
 
WFR

This could be a potential big winner. At 7.5. Downside is 6. Upside teen to 20's. It was IPO at 25 a few years ago.
WFR is the largest domestic producer of wafer, the very basic building block of chips. 2nd largest in the world.
The Asia semi recovery will fuel big demand for wafers.