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Technology Stocks : Azenta
AZTA 34.86-2.0%3:59 PM EST
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To: Tim MacLean who wrote (329)12/16/1997 11:33:00 AM
From: Joe Tokarz  Read Replies (1) of 1138
 
I just don't know whether this is all over with. The Far East 'situation' still looms on the horizon. Back in '96, most companies never predicted the oversupply of DRAM's which resulted in the sell-off (read: BARGAINS) of the semi-equips. At that time, the whole group was taken out and shot! Most if not all sold near or below BV. Although I like this sector in the long-term, BRKS included, there is still alot of uncertainty around. I just don't think that this is all over with...you can't turn a tanker on a dime, it takes time. Just my 2 cents.

Joe
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