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 148.83

+3.9%

Nov 19 3:59 PM EST

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To: Mason Barge who wrote (7157)	10/21/1998 6:59:00 PM
From: Jess Beltz	Read Replies (2) of 10921

Mason: It is truly not clear whether the Asian situation has bottomed or not, but I don't think it will get much worse. I now think that Japan will survive economically. I also think that most of the potential future negative news vis-a-vis semi equipment stocks is already in the share prices. The bottom in order declines and the BTB ratio may persist for a quarter or two, but everyone already knows it and the share prices reflect that. The first sign of an uptick could be very explosive indeed, and if one isn't already in the stocks, a great few days will be missed. Right now I'm long the following: 300 CYMI, 1,000 ASYT, 1,000 CIEN, 1,000 AWRE and 1,000 SWLDY. Good luck. jess.

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