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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area
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To: Crossy who wrote (2043)10/24/1997 11:00:00 AM
From: Iris Shih  Read Replies (1) of 37387
 
Crossy,

I will watch utek but am very wary about the meltdown of semi equipment makers. It will definitely affect utek. Be careful. Let the dust settle down before adding your holding.
Following is part of my email to Rick the other day,

"Also I think semi equipment makers might still have some downward move ahead. My husband just
told me last night that INTC decided to push out thier new fab building in Dallas until
demands pick up. He told me that the street might haven't not get the news yet, but I feel
that some might know this if you watch intc's stock behavior these days. If intc cut back its
capital spending, the first ones get hit would be those equipment makers. It confirms my
feeling about the weakness in amat and lrcx. Plus the devaluation of SE Asia currency will
also affect their capital spending too.
These are just my random thoughts. Lets see how they unfold."

Looks like things are worse than my original random thoughts.

Iris

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