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Technology Stocks : Stock Swap
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To: Andrew Vance who wrote (15932)12/1/1998 2:29:00 PM
From: Czechsinthemail  Read Replies (1) of 17305
 
AV,

Regarding B to B, Briefing.com featured a couple of semi equip analysts who maintained we have already passed the low for the cycle -- in September. If that is a prevailing view and B to B drops lower or simply stays flat and bad for awhile, I think a lot of air may be let out of the balloons.

Baird
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