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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 155.15+2.1%Nov 26 3:59 PM EST
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To: Cary Salsberg who wrote (3731)12/11/1997 7:32:00 PM
From: Justa Werkenstiff  Read Replies (1) of 10921
 
All: I would be interested in entertaining thoughts on the following issue. We have seen much information posted concerning each company's SEA customer exposure. Analysts and investors have been citing this information concerning their company recommendations in this area. What I have not seen discussed are the indirect consequences of the customers of a company's customer having substantial SEA exposure and how that situation could find its way back to the company. Any thoughts? I have not thought this through. I suspect it is too difficult to measure on a company by company basis although some macro assumptions may be made.

This last leg of the semiconductor capital equipment stock decline has been somewhat suprising to me as to timing and extent. I planned for it but did not think it would occur and certainly not so soon. Mr. Market can make us look like geniuses or fools at any time in the short term. Nevertheless, I continue to add to positions here as on declines of 5% or more in selected issues. I plan to add my mutual fund distributions to this area of the market. It is just too attractive long term to pass up this area. This sector's valuation and earnings prospects (even if revised downward) are compelling when compared with the S & P earnings gains expected for 1998 and beyond.
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