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Technology Stocks : Semitool
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To: Douglas V. Fant who wrote (54)3/27/1997 8:36:00 PM
From: Dick Roy   of 75
 
Doug,

I share your view about the growth of the industry, that's
why I'm in it

I expect gyrations over the next few months as we have recently seen. You may well be right about earnings, but equipment earnings will take some time to really get solid and get over the lag, and the dollar will continue to be a drag as long as interest rates appear to trend up

Anyhow I dont mind the gyrations, creates trading opportunities
while waiting for the long term eggs to hatch, mainly cutting-
edge life sciences, so will mainly play the big eqmpmt ones for the time being that have the volume.....

Thanks for SFLX, I'll check it out

M/while even if you have no interest to buy, suggest to take a look at the ChiRex (CHRX) thread and today's news release on Yahoo about exclusive license from Harvard (it's an interesting business that is very promising and field I once worked in)
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