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

To: Justa Werkenstiff who wrote (3797)	12/13/1997 10:45:00 AM
From: Ian@SI	Read Replies (1) \| Respond to of 10921

Justa, I will add SFAM to the list next update. 1 word of caution re the estimates in the list. I believe that they'll be coming down during the next quarter. If Sales fall by 15%, for some of the companies, earnings could fall by 30% or more. While prices are attractive, they may become even more attractive. I won't do any serious buying prior to the next round of earnings conference calls unless prices go to "no-brainer" level. P.S. I also had trouble accessing MarketPlayer yesterday. Ted (their support) replied that their database server crashed while he was out of the office. Maybe I should stop posting links to my data source. ;-) Ian.