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To: brasilbound who wrote (8743)11/8/1997 7:55:00 AM
From: orkrious  Read Replies (1) | Respond to of 25960
 
Lehman Bros says KLAC and FSI International indicated at AEA conference that increasing shipments of photolithography equipment this year were helping to drive strong demand for their products.
See

lehman.com

you need Adobe Acrobat reader to read this

Jay



To: brasilbound who wrote (8743)11/8/1997 8:38:00 AM
From: TideGlider  Read Replies (1) | Respond to of 25960
 
CR: Communication is the best thing we have going. We have to make this work for us. Good work. I think everyone should write to anyone
that may have an interest in making money.

Bruce



To: brasilbound who wrote (8743)11/8/1997 11:56:00 AM
From: TideGlider  Respond to of 25960
 
CR and All: Send letters here!

gruntal.com

Bruce



To: brasilbound who wrote (8743)11/8/1997 12:20:00 PM
From: Curlton Latts  Read Replies (2) | Respond to of 25960
 
CR Adams: Robertson Stephens Information Age fund qtrly report 6/97 is here:

rsim.com

23% Semi-conductor equip. allocation - about 10 stocks

ASM lithography is there.

Good Luck To Each And All

Curly
~~~~~~^^
[6.6]
.....>
[_]



To: brasilbound who wrote (8743)11/8/1997 9:55:00 PM
From: Stu Bishop  Read Replies (1) | Respond to of 25960
 
Chris

re: "The structure of the "Information Age Fund", is one that many
of the members in our investment group desire..."

If I were these guys, I wouldn't tell you (us) anything. It sounds like exactly what it is. We're trying to get free services from professional money managers. It's not as if they are the company, which is obliged to respond to shareholders.

You might ask for a prospectus and any other materials that the fund offers to prospective buyers. A quarterly report would be useful since it would probably list companies invested and number of shares. The number of shares owned, compared to their other investments, would be a good indicator of their opinion of the company.

Best of Luck.

Stu B