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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 229.55+0.2%Dec 5 9:30 AM EST

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To: Bill Harmond who wrote (30752)12/21/1998 2:49:00 PM
From: fedhead  Read Replies (1) of 164684
 
B ut isn't their growth tied to the adoption of the 300 mm fabs.
From what I' ve heard the transition to 300 mm may take much longer
than expected owing to current overcapacity. Thats the reason CYMI
is languishing too. Check out DPMI and PLAB. They should do well once
the equipment sector turns around. Do you think there could be
another sellof in the equipment sector based on poor earnings the
next quarter or is the worst over ?

Anindo
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