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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: Jess Beltz who wrote (7162)10/21/1998 9:39:00 PM
From: Paul V.  Read Replies (1) of 10921
 
Jess, 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.

What is your rationale supporting the various positions you have outlined above?

As an Assistant Professor of Finance I am sure you have done some analysis.<gg>

Thanks,

Paul V.
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