Semitool Message Board - Msg: 1074321

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To: Dick Roy who wrote (53)	3/26/1997 11:21:00 PM
From: Douglas V. Fant	of 75

Dick and Mitchell, I agree with your comments about the markets. They will move sideways in the face of rising interest rates for now. Most areas of the economy will show 5-7% growth this year. The only exception- tech stocks. I believe that tech stocks will maintain a cumulative growth rate in the 20-25% area in 1997, three/four times the average stock. The problem right now for tech stocks is that the market is in a "show me" mood. No action until the numbers come in on this stock. The good news is that only FSII and LCRX in the equipment area have indicated disappointments in earnings. Every day that we move closer to late April without any more poor announcements make AMAT's excellent 1st quarter earnings look like the start of a real recovery in the equipment stocks and not just a fluke.... FWIW, I checked the list of pending earnings announcements and did not see any equipment stocks upon the board through April 4th.... Sincerely, Doug F. P.S. Also check out SFLX- it's a half computer/ half equipment stock play.

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