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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host

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To: Skeeter Bug who wrote (5475)6/12/1998 1:32:00 PM
From: Wally Mastroly  Read Replies (1) of 42834
 
One analyst looking for a possible turning point on semiconductor stocks later in 98:

biz.yahoo.com

['A potential inflection (turning) point in the semiconductor industry late in the third quarter could stabilize equipment stocks,'' Deahna said. ''However, fab utilization rates are so low that an upturn in the equipment industry is not currently visible.'' He downgraded Applied because he views an equipment industry recovery as pushed back.]
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