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

To: LLCF who wrote (3734)	12/11/1997 8:43:00 PM
From: JEFF CHAPMAN	Read Replies (1) \| Respond to of 10921

Won't have an impact on MSFT earnings... Although I agree w/ you re:MSFT. PEG is about as bad looking as KO's >>Ooppss....theres one! Just a thought...who in their right mind would own Microsoft at these levels???? DAK

To: LLCF who wrote (3734)	12/11/1997 8:44:00 PM
From: Proud_Infidel	Respond to of 10921

Looks like the third?? shoe has fallen. Just released from CBS MarketWatch 8:09 EDT Dec. 11 In the latest major blow to the chip-making equipment group, Hyundai Electronics reduced 1998 orders from Applied Materials Inc. to the tune of $100 million to $200 million, according to UBS Securities analyst Mark Fitzgerald. Looking ahead, Fitzgerald, who downgraded Applied to a "hold" in October, has even lower expectations for the industry. "The Asian situation is going to take a while to play out," Fitzgerald said. "The question is when they'll become good buys again, but we're reluctant to jump in right now. I think the next three months holds even more bad news. Among other casualties in the chip-equipment group, Kulicke & Soffa Corp.ÿtumbled 6 3/4 to 18 1/8, saying it will not meet First Call's first-quarter consensus estimate of 38 cents a share. See Earnings Warnings. Kulicke & Soffa said Korean customers are rescheduling orders due to uncertainty about the economy as that nation's currency crisis took a new turn for the worse. See related story. Lattice Semiconductor Corp.ÿ fell 3 1/8 to 55 3/8 after revealing its Korean sales and distribution partner is insolvent, which puts the company's $3.5 million in orders at risk. If not delivered, the orders could decrease sales by 5 percent. Quantum, Seagate