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To: Trader X who wrote (10299)	12/11/1997 2:02:00 PM
From: Patrick Slevin	Respond to of 17305

Here's a more complete list that I swiped from another thread Semi Equipment Maker Stocks: --UPDATE-- Merrill Lynch cuts rating on Novellus Systems (NVLS 30 3/4 -2 5/8) to a near-term "neutral" from an "accumulate" but keeps long-term at a "buy;" cuts Applied Materials (AMAT 27 -4 3/4) to a near-term "neutral" from an "accumulate" but keeps issue at a long-term "buy;" lowers Credence Systems (CMOS 20 3/4 -4) to a near-term "neutral" from a "buy" and a long-term "accumulate" from a "buy;" cuts Silicon Valley Group (SVGI 20 15/16 -1 5/8) to a near-term "neutral" from an "accumulate" and a long-term "accumulate" from a "buy;" cuts Kulicke & Soffa (KLIC 19 1/8 -5 3/4) to a near-term "neutral" from an "accumulate" and a long-term "accumulate" from a "buy;" lowers Electronic Scientific (ESIO 34 3/4 -2) to a near-term "neutral" from an 'accumulate" and a long-term "accumulate" from a "buy;" cuts Veeco Instruments (VECO 29 1/2 -5 5/8) to a near-term "neutral" from an 'accumulate" and a long-term "accumulate" from a "buy;" lowers Ultratech Stepper (UTEK 21 3/8 -1 9/16) to a long-term "accumulate" from a "buy" but keeps neat-term at a "neutral;" and lowers Lam Research (LRCX 29 1/4 -1 7/8) to a long-term "accumulate" from a "buy" but keeps near-term rating at a "neutral".....

To: Trader X who wrote (10299)	12/11/1997 3:57:00 PM
From: John Westman	Read Replies (1) \| Respond to of 17305

This is shades of last February when I watched my AMAT and KLIC (purchased after a 50% hit) drop another 25 to 30%. I'm curious how you see MTSN & SFAM those were both 40% for me earlier this year and haven't paid any attention to them since I sold. Both have been whacked pretty hard from my exit points of 15 and 43. You seem to be more active on the buy side lately PLAT & AMCN - are these exceptions or have you changed from your theoretical portfolio move into gold and treasuries? Enjoy your comments. j