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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Mani1 who wrote (76003)	10/19/1999 2:42:00 AM
From: tejek	Read Replies (1) \| Respond to of 1583374

Mani RE <<<Dell problem is yet another confirmation of high fab utilization. That benefits the semi equipment stocks. I would not be surprised if they get hit along with everything else, can you say opportunity?>>> Semi equipment is good and in case the markets get truly overwrought, I have a list of some A stocks I hope to fill at least in part.....NTAP,SUNW,ETEK,JBL,VRTS ...I think you get the idea; of course, AMAT and NOVL wouldn't be too shabby either. ted