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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (3010)	10/24/1997 10:48:00 AM
From: Sam Citron	Read Replies (1) \| Respond to of 10921

Ian, Any indication on BTB for LRCX or CYMI? SC

To: Ian@SI who wrote (3010)	10/24/1997 1:28:00 PM
From: capitalistbeatnik	Respond to of 10921

Currency crisis in HK therefore in five years we'll be using abaci instead of 1000 MHz computers seems to be the logic here. Very long on AMAT. Buy on the dips.

To: Ian@SI who wrote (3010)	10/24/1997 3:18:00 PM
From: Sam Citron	Read Replies (1) \| Respond to of 10921

Ian, I think we need to focus on the impact of Asian turmoil. That is what is roiling the market, not wafer transition issue (which will probably take until 2002 to be resolved). Let's start breaking out company sales by different countries and trying to guage impact of the currency mess on tech infrastructure spending plans. At least we will then be on track with what Morgan's own forecasters are looking at and can possibly make reasonable independent forecasts. A side issue is how much $ strength is going to help Tokyo Electron and hurt AMAT. SC