Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Cary Salsberg who wrote (3325)	11/7/1997 12:26:00 PM
From: molemania	Read Replies (3) \| Respond to of 10921

From Briefing ... 08:52 ET Chip-Equipment Makers: Sector likely to be a highlight after DMG informed clients that LSI Logic is cutting capital expenditures by 50%. At present, sector stks doing fine in pre-market. Most major names indicated about 1 to 1 1/4 pts lower. Do you think this is a company specific item or does it mean trouble for the equip makers? Thanks Dave

To: Cary Salsberg who wrote (3325)	11/7/1997 1:01:00 PM
From: Sam Citron	Respond to of 10921

Cary, "I am a very provincial investor." It is most amusing to hear you so describe yourself. While you have a rich menu of local companies to choose from, there are companies in other parts of the world you may want to participate in. Naturally you would want seemingly compelling bargains elsewhere to compensate for greater risks and informational deficits. Have you ever considered ASMIF? (I just can't get away from Holland!...Must be a longing for tulips!) SC