Semiconductor and Semi-Equipment Analysts - Their Calls Message Board

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Technology Stocks : Semiconductor and Semi-Equipment Analysts - Their Calls

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To: tombet who wrote (5)	12/7/1998 10:39:00 PM
From: Proud_Infidel	Read Replies (1) of 195

Most of the predictions in that article are already in the prices IMO. Nothing earth-shattering. Nobody is expecting fantasic growth for the sector. The writer makes it sound as if it 5% growth will kill this sector. What he doesn't know is that for the holders of these stocks, we'll take anything at this point, knowing that at some point demand will be underestimated and we'll see a large migration to new equipment, resulting in a racheting up of eps and total equipment forecasts. Our day is coming.... BK

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