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Non-Tech : Southwest Airlines (LUV))
LUV 32.46+3.0%Nov 7 9:30 AM EST

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To: Bryan Arnold who wrote (117)1/16/1997 6:23:00 PM
From: Sam Citron   of 299
 
Bryan,

While I think the airline industry will improve, I am much more bullish on the semiconductor equipment industry. The PEs are low, the growth prospects are outstanding and the industry is just coming out of a cyclical trough. I especially like Applied Materials and Robotic Vision Systems. Check out the thread: Semi-equips: Buy When the Blood is Running in the Street. Or read posts by Cary Salsberg for good ideas.

Regards,
SC
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