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

To: FJB who wrote (3488)11/14/1997 8:39:00 PM
From: Justa Werkenstiff  Read Replies (2) | Respond to of 10921
 
Robert: No, just asking a hypothetical given the cyclical nature of this sector. BTW, do you have the most recent VLSI and Dataquest numbers for DUV tools?



To: FJB who wrote (3488)11/15/1997 2:23:00 PM
From: LLCF  Read Replies (1) | Respond to of 10921
 
<RE:does this mean that you intend to hold on to your positions through any cyclical downturn you may see on the horizon?>

It seems that if you've held any equipment stocks over the past month or so you already held through a cyclical downturn (I know you meant the companies business), how much worse could it have gotten?

DAK


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