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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: jim_p who wrote (3731)	4/24/2001 3:21:05 PM
From: Wowzer	Read Replies (1) \| Respond to of 23153

I usually don't like to recommend a stock that is up big in the last few days, but what the hell.....Take a look at SLT, very strong trading action last few days, somebody wants it. Fundamentals look pretty good to me to. FWIW I got some at 5 and 5.20

To: jim_p who wrote (3731)	4/24/2001 5:08:19 PM
From: Gottfried	Respond to of 23153

jim_p, semi equipment: I did not listen to the nano cc. For the SEMI equipment group as a whole we might get the orders and btb bottom with the April or May report. The decline has been steeper than before. Here are the btb numbers since 1995 Message 15706973 Everybody including several analysts say the stocks are ahead of themselves. I don't know if they'll go much lower before it is KNOWN that orders have bottomed. What's happening to orders can't be a surprise to most investors. I think they just chose to buy early this time. After the orders bottom is confirmed, stocks probably have no downside. I have some dry powder in case semi equip stocks drop, but am not confident they will. The cycle is working as it should and I'll update my charts by Thursday. Gottfried