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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 (3672)	12/7/1997 10:27:00 PM
From: Douglas V. Fant	Respond to of 10921

Robert, The only equipment maker for sure that I know sells to National Semiconductor is Semitool, though I am sure that there are many others. I am a big fan of Internet stocks. Generally you want a computer as a platform for an Internet connection. If you can locate it, get a copy of an H&Q Report on Internet Stocks issued about five weeks ago. Extrapolating from the expected surge in hookups to the Internet are boxbuilders. So one would surmise that chipmakers are going to see a lot of product go out the door to boxbuilders. And the huge surge in hookups will come primarily in Europe and secondarily in Japan (but not the rest of Asia). So Asian eceonomic slowdown will be less important to this particular trend IMO..... Sincerely, Doug F.