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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 158.70+1.0%Dec 5 3:59 PM EST
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To: Teri Skogerboe who wrote (3842)12/15/1997 2:58:00 PM
From: Ian@SI  Read Replies (3) of 10921
 
Teri,

Agree with most of what you said.

Some stocks vastly oversold: e.g. BRKS at $12 when $9 of its $14+ book value is in cash; and its prospects remain bright.

Others may go down further should the street perceive a down cycle.

I don't expect AMAT to warn; but they could easily throw more cold water on the sector with negative forward looking statements during the next conference call.

Given the number of warnings, I doubt that others missing will have a major sector effect.

Re technology buys: Yes that's been the case. However, technology buys ultimately lead to production line buys. I doubt that any chipmaker is investing in new technology just to increase the skill sets of their staff. The return comes only when applied on the factory floor, not in a pilot line. I don't know how long it will take to get all the kinks ironed out of DUV, 0.25æm, P-GILD, etc. I suspect that it's less than another year.

Ian.
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