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Strategies & Market Trends : Tech Stock Options -- Ignore unavailable to you. Want to Upgrade?


To: j g cordes who wrote (31204)12/15/1997 10:05:00 AM
From: Jerry Olson  Read Replies (1) | Respond to of 58727
 
WOW

That's quite a list!!!

i'll print it out and take a closer look...

Jimmy I would NOT be a buyer of KLIC or for that matter any semi equip maker at this juncture...There may be more downside to the sector even at these levels....I'm negative on the entire sector and biased toward lower numbers coming after eps in Jan...future Q's should be negative till the picture clears in Asia as we go forward in that area of the world...

The next 6 months are very cloudy, and could be filled with danger...Korea et all the Asian economies are subject to drastic problems that are still not fully discounted in US companys stock prices..IMO...

My sources of info will continue to suppy me flows of potential problems or for that matter any real concrete changes for the good as well...I will report these situations as they present themselves for evaluation...