Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 153.15

+3.3%

9:58 AM EST

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To: Mason Barge who wrote (6373)	7/27/1998 8:08:00 AM
From: Jess Beltz	Read Replies (1) of 10921

Mason, I'm back in the States but have been keeping a low profile due to the fact that there isn't much I can add to the things I've already said, except perhaps that Japan may slowly slide beneath the waves (economically) rather than go down spectacularly like Atlantis or Krakatoa. They (the Japanese) want change, but not too much change, and so I really expect nothing to be done for a while. I would continue to be wary of both semis and oil (and drillers) since I don't see a real surge in economic expansion in the Far East until Japan begins real reform and recovery. In the meantime, I've been looking for a place to park some money while I'm awaiting a recovery in my two favorite sectors, so I put some cash into AWRE, SWLDY (a small but very interesting software company that got hammered recently when they missed their numbers for the quarter) and ASYT, which I think has had all of the fear wrung out of it possible. Anyway, I bought Aware last week at 10.375 and it promptly took a dump and closed at 8.625 (I think). I now feel a fiduciary responsibility to tell investors that I'm going to buy a company before I actually do, so they can unload their shares before I buy in and the price plunges ;^). Anybody know why the big drop in Aware? It has Bill Gate's blessing if I recall correctly. I saw the headlines about the quarterly loss increase, but the potential for XDSL is fantastic. Has there been some technological shift I don't know about? Jess.

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