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Strategies & Market Trends : Roger's 1998 Short Picks
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To: Dale Baker who wrote (3562)2/25/1998 12:16:00 PM
From: Eric Klein   of 18691
 
From WSJ, Heard on the Street:
Semiconductor Shares Surge On Optimism About Asia

By E.S. BROWNING
Staff Reporter of THE WALL STREET JOURNAL

As the anguish over Asia eases, investors have begun plowing money into a group of stocks that some analysts track as a bellwether: the semiconductor-equipment makers.
...
So Mr. O'Brien prefers stocks of testing-machine makers, such as Teradyne. He also likes Etec Systems, whose equipment is used by companies that want to upgrade their lithography equipment without investing in entire new machines.

interactive.wsj.com
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