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

To: Will Lyons who wrote (30675)5/27/1999 5:23:00 PM
From: Sun Tzu  Read Replies (3) | Respond to of 70976
 
A few people I know have been thinking about buying WFR due to the expected shortage of wafers. I have no idea who else is involved in the materials business, perhaps Katherine can help. As well, LCDs are a hot comodity these days. I wonder who else besides TFS is a good play on the LCDs (especially color LCDs).

Your premise sounds right to me. Let us know what you find out.

ST


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