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Technology Stocks : FSII - The Worst is Over?
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To: Sparky65 who wrote (1391)8/29/1997 6:56:00 AM
From: Joe Dancy   of 2754
 
Kurlick, who by the way seems to jump into and out of the sector more than a long term investor would (of course he has something to sell), apparently made the comments in the last week or so but did not downgrade any semi equipment companies.

I picked it up in either a transcript of an interview, commentary, or an article that discussed his outlook, and was sort of surprised since that was the first I've heard of any potential weakness, and everyone else seems to be bullish on the sector going into next year. Of course, he may have been misquoted by some journalist who is clueless what is going on, but it struck me since he seems to carry a lot of weight although I tend to discount what he has to say after reading a WSJ article critical of some of his calls.

Best - Joe
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