Anybody out there work closely with semiconductors--sales Message Board

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Technology Stocks : Anybody out there work closely with semiconductors--sales

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To: MiKe who wrote (18)	1/13/1997 9:43:00 PM
From: daniel becker	of 25

RE:semi equipment co's....AMAT and KLAC are suggesting that things are sequentially better than even they thought as recent as 6 weeks ago. Major DRAM co's(KOREA and TAIWAN) are starting the migration to next generation feature sizes and there has been some pick up in order activity recently...KLAC seeing better visibility in test measurement during the current quarter. I'll EMAIL more info directly soon. Things aren't great, but positive change is what drives stock prices..no matter where your starting point. The above companies continue to take market share so one can't get too aggressive with the entire sector Dan Becker

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