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

To: Sam Citron who wrote (3220)	10/30/1997 10:27:00 PM
From: John Sikora	Read Replies (1) \| Respond to of 10921

Sam, Many of these companies are once againg being unjustifiably beat up...I'm not sure how long I'll wait to re-enter, but with excellent recent earnings and announcements of orders SFAM SVGI EGLS SMTL AMAT all look good at todays closing prices. Taiwan seems to be holding up very well along w/ Korea in relation to some of their neighbors. I still think there will be some kind of a bounce in these stocks prior to AMAT release but then again this overall market drop has left us without any market leadership. If AMAT smiles on the equipment sector these beat up stocks could very well resume leadership role. john