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Technology Stocks : General Lithography

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To: Brad Rogers who wrote (783)	2/27/1998 1:24:00 PM
From: Andrew Vance	Read Replies (1) of 1305

We may very well be at the bottom of the cycle but I am not of the opinion that the turn around is imminent. I am still on the side waiting for a sign. I don't know what it is and I could be wrong. I am still waiting though. While you consider what to do, please find and read the SEG/Quinta high density disk article that was linked on SI recently, if you haven't already done so. This is a great article but it concerns me relative to APM, RDRT, HTCH, INVX, QNTM, and WDC. SEF is the #1 DD manufacturer and this is a kick butt article. I have a small position in SEG now just to hedge bets. Other than that, I am on the side with my WDC. andrew

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