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Technology Stocks : TNCR, the MOST Undervalued Semi-Equipment Stock
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To: Oak Tree who wrote (268)7/5/1996 10:30:00 PM
From: James Luk   of 362
 
The bet on Semi and Semi Equipment stocks are somewhat different. MU subject to different kind of competition. I believe that if the long term forcast of Semiconductor is on target. The semi equipment stocks are very undervalued right now. My fear is that if we have a global recession, all stocks are going to be killed. But I believe that it is not likely to happen. But for 1997, a lot of analysts are already assuming a down market. Perphaps we all need to look at the long term picture like 2 to 3 years out.
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