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Technology Stocks : KLA-Tencor Corporation (KLAC)
KLAC 1,244-1.3%Dec 30 3:59 PM EST
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To: Jerry Olson who wrote (1069)3/26/1998 8:59:00 PM
From: Ian@SI  Read Replies (1) of 1779
 
Jerry,

I feel that this sector has already corrected for the most part. It's near the bottom of IBD's sector rankings for example. Asia, overcapacity, declining earnings are all known and priced into most of the sector members.

If some new and unexpected shock hits the sector (INTC files for Chapter 11, e.g. [VBG]), then AMAT, NVLS, KLAC, ASMLF either haven't fallen as far as others or haven't fallen much at all. Only problem is that there are very good reasons for their relative valuations.

In any case, never ask a bull a bearish question. Perhaps someone else can be of more help.

Best regards,
Ian.
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