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


To: Proud_Infidel who wrote (30236)5/17/1999 4:02:00 PM
From: Robert  Read Replies (1) | Respond to of 70976
 
I hear ya.

What about my question, i.e. do you hold any of the smaller caps? Or just the gorillas like AMAT, NVLS and KLAC, for the most part?

I like what ATMI is doing in assembling a nice portfolio of products on the materials side (witness the acquisition announced today), but I worry about their ability to compete.

Any thoughts? TIA

-- Robert