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

To: Q. who wrote (3772)	12/12/1997 3:15:00 PM
From: Scott Maxwell	Respond to of 10921

Flashing blue light special on VECO, which made an announcement about slightly reduced earnings due to disk drive turmoil. PE around 10, future growth rate in the 30s, blue-chip minicap nanotech (ion beam, atomic force microscopy, etc.) company at price we won't see again - 20. Hurry - sales limited to supply on hand!

To: Q. who wrote (3772)	12/12/1997 5:35:00 PM
From: Justa Werkenstiff	Respond to of 10921

John G.: You and I are thinking along the same lines. However, I have a gain in LRCX by virtue of the ONTK merger which, of course, may evaporate before the end of the year. But if it does not I will most likely take the gain in 1998 and purchase another semiconductor equipment stock which focuses more on the .25um and below conversion (SFAM or CYMI) (bought more SFAM today) or I just may add to my AMAT holdings. AMAT was able to gain market share in the last downturn and I suspect if the SEA situation is a prolonged problem it will do the same again. The silver lining is this loss of visibility and the sector correction is that it may give us all a chance to reevaluate our holdings in light of their performance the past year.