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Technology Stocks : VLSI Technology - Waiting for good news from NASDAQ !!!

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To: Greger who wrote (2958)2/18/1998 7:45:00 AM
From: shane forbes   of 6565
 
Greger: Thanks - it's pretty funny with these semi-equips. For the most part excellent financials, very good industry growth rate expected over the next few years, quite a few niche players. I have not looked at SFAM but will do so. Thanks again.

My position however is still s/t cautious. Think that the semi-equips are a bit rich as a whole. Expect Asia effect to take a toll once again. And this time it may hit that sector badly.

I'm in wait mode. Going for lower risk non-Asian related stocks right now. If things go according to plan, I will get out of those and into semi-equips at just the right opportunity! (Yes I have high hopes and may very well be left at the pier while the ships take off!!!)
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