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

To: Cary Salsberg who wrote (3218)	10/30/1997 10:12:00 PM
From: Sam Citron	Read Replies (1) \| Respond to of 10921

Cary, What I meant is that if they can fall 60-70% in a '96 Bull Market, God help them in a Bear Market. SC

To: Cary Salsberg who wrote (3218)	10/30/1997 11:23:00 PM
From: molemania	Read Replies (3) \| Respond to of 10921

Cary or anyone - How does one find info on how exposed each of the semi-equip (or any for that matter) companies are to SE Asia? I asked on the AMAT thread the other day and a fellow said someone had posted the data a few days back but I couldn't find it. Thanks Dave

To: Cary Salsberg who wrote (3218)	10/31/1997 2:17:00 AM
From: Douglas V. Fant	Respond to of 10921

Cary, KLIC has fallen 60% in price in the last three months- yet it has a decent earnings picture. I bought some today- blood in the streets yet in the equipment stocks? Sincerely, Doug F.