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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (30224)	5/17/1999 3:42:00 PM
From: Robert	Read Replies (6) \| Respond to of 70976

Brian, G and all -- The discussion here is focused on AMAT for obvious reasons, but I was wondering what you all thought of some of the smaller cap semi equip companies like ATMI and EMKR. Are you all focusing solely on the gorillas like AMAT, NVLS and KLAC, or do you also dabble in some of the smaller caps? I think I remember Brian saying he has some SFAM, but I really think AMAT is going to crush them like a bug. Will this be the almost universal fate of all of the smaller caps, to be gobbled up or crushed? Thanks in advance for any and all input. Regards, Robert