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Strategies & Market Trends : Tech Stock Options -- Ignore unavailable to you. Want to Upgrade?

To: Taqi Hasan who wrote (26878)	10/24/1997 2:10:00 PM
From: Jerry Olson	Respond to of 58727

Hi Taqi I don't think these stocks are OVERVALUED anymore :>}!!!!!!! While I can see your point Taqi about Asia in general, I can assure you that as of this date, semi equip makers have large back orders, big inventory, and IF Co's there do not CANCEL these orders going foward, I think the surprise will be to the upside!!!!! There are just SO MANY machines a company can make based on capacity.. If a customer cancels there are many other buyers waiting in the wings... ALL in all, I am very bullish on the sector, and even more so now!!!! See ya, Jerry