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Strategies & Market Trends : 50% Gains Investing

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To: Dale Baker who wrote (2880)	2/3/1999 10:24:00 AM
From: Mao II	Read Replies (1) of 118717

DB: Equipment issues, up 200-300+ percent since Oct, are still in the early stages of the 3 year cycle. AMAT, KLAC, TER, NVLS, the biggies -- probably a bit in front of themselves. I like AMAT on a pullback. Steppers (a bit riskier) -- ASMLF. I'm fond of the DUV food chain and have a batch of CYMI. PRIA, SFAM and a few others are worth watching now. This whole area is a real boom and bust part of the market. When they're good, they're very very good; and when they're bad, they're horrid. M2 PS: Thread: weigh in here. There is still opportunity in this sector without question and we need PICKS!!!!! M2

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