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Technology Stocks
General Lithography
An SI Board Since December 1996
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Emcee:  Andrew Vance Type:  Unmoderated
Introduction Compact
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205 Andrew: What coater company did Applied Materials buy? I have see no informatDave Grady-3/10/1997
204 Part II of response (sorry, I hit submit and lost the 15 minute window) Are thAndrew Vance-3/9/1997
203 FSI is looking real cheap these days - by several valuation measures: (Based onAndrew Vance-3/9/1997
202 (Back on topic) Thank you for your continued, valuable analysis of the chip mfwm sharp-3/9/1997
201 This has been hanging around in my unread mail box since 1/16/97. Sorry it actuAndrew Vance-3/8/1997
200 ATML CRUS CHPS IDTI etal. - the semiconductor stocks are a wicked group. Once tAndrew Vance-3/6/1997
199 Many thanks, AV. The flood of positive PR continues...and the price just sits twm sharp-3/6/1997
198 Archive Posting #4 on CRUS >Goldman Sachs Release > >CRUS revenues frAndrew Vance-3/6/1997
197 Well, if a merger were to occur, I would prefer RDRT gobbling up APM. UTEK is pAndrew Vance-3/5/1997
196 Archive Posting #3 on SUBM To: Ray Cunningham (1630 ) From: Andrew Vance Andrew Vance-3/5/1997
195 Andrew, Today's issue of IBD had a story on the courtship of Read-Rite by My Father's Son-3/5/1997
194 We do not disagree at all, Teri. The future visibility I beleive they may be loAndrew Vance-3/5/1997
193 Andrew, What causes you to think this? <I believe ETEC is losing some of iTeri Skogerboe-3/4/1997
192 No change of heart in the ONTK/AMAT scenario but the market and the tech sectorAndrew Vance-3/3/1997
191 Andrew: Read your most recent post re ONTK. Hope you saw an opportunity to add Justa Werkenstiff-3/3/1997
190 Archive Posting #2 To: Andrew Vance (1201 From: Andrew Vance Mar 2 Andrew Vance-3/2/1997
189 You are indeed correct, Ian. But as long as we are at it, everyone should know Andrew Vance-3/2/1997
188 &gt Stay away from Speedfam Why?Jonathan Edwards-3/2/1997
187 Andrew, Re your comments on UTEK, specifically Critical vs Non Critical sIan@SI-3/1/1997
186 1. UTEK-your remarks are accurate with these notations. UTEK is content to be tAndrew Vance-3/1/1997
185 I've read your comments earlier in this thread on various subjects, particuMGB-2/28/1997
184 Cary-I am most heavily invested in the equipment sector and am in full agreemenAndrew Vance-2/28/1997
183 A very wise person mentioned that I should use this thread as an archive of my Andrew Vance-2/28/1997
182 Andrew, Some time ago I asked you about KOPN (Kopin). I did not know if it faSE-2/28/1997
181 Have been collecting the recent river of CRUS product press releases and wonderwm sharp-2/27/1997
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