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

To: Robert Schling who wrote (3104)	10/27/1997 8:30:00 AM
From: Douglas V. Fant	Respond to of 10921

Gang, Keep an eye on your favorite equipment stocks today- futures have come off of their lows before the open- this could be a bottom today... I am watching KLIC and SMTL myself, and also holding a position in SEMX.... Robert- the same thing has happened in my industry- technology has helped slashed production costs so that we can keep lowering prices yet our profit margins still rise. i believe that the same thing is happening in hardware manufacturers (Do you kow what HMI Software is? You might take the time to read the WNDR Thread just to get familiar with it... It's helping drive manufacturing costs down). Sincerely, Doug F.