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Technology Stocks : Semitool
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To: Douglas V. Fant who wrote (33)3/22/1997 4:17:00 PM
From: Dick Roy   of 75
 
Hi Doug,

SMTL looks reasonably good now, I'm holding fire until Tues of
next week to see what happens with interest rates (Fed might
raise by 25 basis points), would like to see how market reacts,
though maybe already discounted. Still, if bonds go over 7 pct...Anyhow some techs are looking interesting again as you indicate. One regret, I was wavering about selling "core" position in LRCX at 41, then didn't...oh well!
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