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Technology Stocks : Ultratech Stepper
UTEK 30.230.0%Jun 5 5:00 PM EST

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To: Hank Stamper who wrote (2831)10/30/1998 12:18:00 AM
From: the navigator  Read Replies (1) of 3696
 
Hi David,

My reaction to Tom's posts was mostly emotional, nothing too sophisticated. First, I saw phrases like

Semiconductor Equipment/Electronics
September - Worst Book-to-Bill on Record


Message 6205122

and then in the next post, global gloom and doom,

Sales slowed in August in all regional markets tracked by the association

Message 6205223

and this came right after reading Katherine Derbyshire's (as usual) informative and well thought out assessment of the possibilities. Seeing such negative reports made me feel like we might be nearing the end of the tunnel, and considering the potential is exciting.

Message 6202864

Best regards,

Jo

ps, identifying the bottom is definitely the trick, wish I could! :-)
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