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

To: Scott Maxwell who wrote (3689)	12/10/1997 7:09:00 AM
From: Mark Oliver	Read Replies (1) \| Respond to of 10921

Scott, Do you still follow ESI? They are reporting earnings on Monday and I've been toying with buying some Dec options on the prospect that numbers will be good. Regards, Mark

To: Scott Maxwell who wrote (3689)	12/10/1997 12:13:00 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 10921

Scott, Check out SFAM also. One of the best buys out there IMO. This one was really brutalized because of their significant Korean exposure. When the dust settles, this will have proven to be one of the great bargains IMO again. BTW, I love LRCX at these levels also. I am still locked into margin and as such cannot take advantage of these opportunities. Envious of those who can. AMAT did not stay at the 39-40 area long enough after earnings and did not allow me to sell my margined position. :-(( Regards, Brian