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Strategies & Market Trends : Waiting for the big Kahuna

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To: kas1 who wrote (10773)12/3/1997 9:26:00 AM
From: Jerry Olson  Read Replies (2) of 94695
 
Hi Konrad

I think Kurlak was the FINAL blow to the semis...ALL the BAD news is out...The streets sentiments, on the Asian crisis, the semis, the oils, changes like womens fashions<g>...

Buy when they look DEAD, and you'll be rewarded in the long run...

Kurlak kills the dram guys, but, if you look at KLAC-KLIC-AMAT, they fared better...

I believe th semis equip makers have bottomed or are near a bottom, and should be purchased here...Kurlak does not know what I know...The strength of the equip sector...We will be rewarded on down the road..

Keep cool, Jerry
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