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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Justa Werkenstiff who wrote (1730)	10/22/1998 2:14:00 AM
From: Jeffrey D	Read Replies (1) of 15132

Justa<<ASYT is a home run. >> From Briefing.Com Tech Stock Analysis for 10/22/1998. Must be an inside the park home run. Jeff Semiconductor Equipment All of a sudden investors can't get enough of these stocks, as chip equipment sector has moved from chicken sh-- to chicken salad seemingly overnight... No evidence of a bottom, just typical earnings season optimism... While momentum could carry group another 5%-10% higher over the near-term, focus will shift back to lousy earnings visibility in a few weeks... When it does, investors sucked in by the current updraft will feel pain.... That said, we still like long-term prospects of Applied Materials (AMAT), Etec Systems (ETEC), KLA-Tencor (KLAC) and Teradyne (TER)... It's just that recent recovery has fully priced in modest improvement in industry conditions... As such we would hesitate to commit new money to the group now. Asyst (ASYT) reported a much wider than expected loss on a sharp drop in revenues... Company lost $0.63 v. estimate of -$0.35... Street has overlooked group's lousy results on assumption its old news... Don't do the same.

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