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

To: Justa Werkenstiff who wrote (5128)	5/13/1999 11:49:00 PM
From: Kirk ©	Read Replies (2) \| Respond to of 15132

re pricing comments of AMAT: I am not sure the whole market realizes or sees yet the size of the demand that is behind the dam. Much was caused by delaying conversion to 300cm in the last downturn. All I seem to read about are PCs and Memory but PDAs, car navigation/GPS computers, etc. will consume Silicon like never before seen. I also think the "nuts" might jump on late in the cycle after they see the huge gains. Remember, many are clueless about p/e, p/s and p/b. The time to start taking profits might be when semicaps get more airtime on CNBC then internets and internet IPOs. re AMAT crumbs for SFAM: MANY companies make great profit in niche markets. The "all from one shop" crowd will go with AMAT, but those that want "special considerations and tweaks" will go to the smaller houses as it isn't profitable for a capacity constrained AMAT to deal with these troubles. We made TONS in HP Components Group for years selling specialty optocouplers for dollars when the majority of the market was selling "grut optocouplers" for $0.50. Still... the lack of good information worries me, but I don't think I'll book that quick profit yet. UTEK; I get tempted to take a visit... sure making noises like it might finially take off. regards Kirk out