MB Index of 20 Leading Semiconductor Equipment Stocks Message Board

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Technology Stocks : MB Index of 20 Leading Semiconductor Equipment Stocks

AMAT 237.24

+2.0%

10:44 AM EDT

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To: Mason Barge who wrote (29)	12/11/1997 10:22:00 AM
From: Mason Barge	Read Replies (2) of 50

10:10 a.m. 12/11/97 Index 56.6% (1133) I thought I'd make an intraday post in case anyone is listening. As expected, continuing carnage in the semi equipment sector. As often happens, KLIC overreacted, opening at 17 and rising to 18 at this time. On the other hand, the spread to other issues in the sector takes longer. AMAT is down 15% and continuing to slide. I think all issues other than KLIC, in fact, have continued to fall since the opening gun, at this point. Time to be cautious -- it's going to take some time to build confidence, even with the good btb's, that the orders are actually going to get filled. There may be more bad news from Asia that will impact the sector negatively. I don't like gambles and will stay completely out until things settle down, but admittedly I could miss some bargains.

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