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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host
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To: Hank Stamper who wrote (6224)7/27/1998 9:29:00 PM
From: mister topes   of 42834
 
Lets just remember one important point regarding the semiconductor
capital equipment large cap players like AMAT, KLAC, NVLS & TER.
When the time comes that "real orders are streaming in as the
turnaround in the cap ex spending cycle is imminent", stocks
like AMAT, KLAC, NVLS and TER will take off like rocket ships.
Investors looking to bottom fish in names like these will be
left holding the bag and kicking themselves around as the
stocks double across the board. That is the way the cap ex
equipment stocks trade. When conditions are turning the soar
to the moon. That is why those gradually accumulating shares
on 1998 weakness will be very happy investors in 1999 when their
ship comes in.
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