SI
SI
discoversearch

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: Sam Citron who wrote (3355)11/10/1997 10:18:00 AM
From: Ian@SI  Read Replies (1) | Respond to of 10921
 
Sam & thread,

1. Fast-track: WSJ is speculating Clinton will defer vote until next year rather than risk loss. While I guess I should be grateful to Congress for giving Canada a head start (Thanks congress), I think it's a sad behaviour and a sorry reflection on abuse of power by politicians. (Note that I avoided using the adjective "corrupt" in preceding sentence. ;-) )

2. CNBC and Semi equipment. Elliot from DMG appeared: Nothing new to add. Still bullish despite SEA because he believes end consumer demand will remain strong. Favorites included AMAT, KLAC and TER.

Ian.