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

To: Jurgis Bekepuris who wrote (3705)	12/11/1997 9:05:00 AM
From: SemiBull	Respond to of 10921

<<I think this quote is bearish short term and intermediate term. He is bullish long term - but nobody is bearish long term. The decrease of spending in 1998 and unclear picture for 1999 has to be factored into your investing approach. Depending whether you are trader, medium term player or long-term investor, you will do different things after Dauvin's prediction.>> Well put. I am a long term investor. In that sense, "if" there is any confusion over '98 (to which I think that it is either overblown or already over factored in to today's prices), I would would view this as a buying opportunity. Short of a recession, I am looking out towards '99, '00 and '01. Just one man's spin.....SemiBull PS - I will looking very closely at CFM and today...as well as maybe more SFAM with earnings out soon - though in this market nobody cares what your numbers are. I also may start looking at UTEK. For the record, I am long on AMAT, EGLS, COHU, SVGI, SMTL, SFAM, and KLAC - which makes up about 70% of my holdings.