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: Paul V. who wrote (3707)12/11/1997 10:09:00 AM
From: Teri Skogerboe  Respond to of 10921
 
Paul,

I'm sure you heard already, but the semi-equips (AMAT, NVLS +) were just (approx. 15 mins. ago) downgraded by ML. Hopefully everyone is holding a good bit of cash, because Buffett's scenario of "an oversexed guy in a whorehouse" may soon come to pass in the tech stock arena.

Regards,
Teri

PS. Also, thank you for the Dorsey Wright data. It will be interesting to see how low we go this round.