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Technology Stocks : ASML Holding NV -- Ignore unavailable to you. Want to Upgrade?


To: Joost Bruining who wrote (251)12/16/1997
From: DZOO  Read Replies (1) | Respond to of 42521
 
Thanks for the Lehman Bros. update. I agree with their assessment. I am taking advantage of this current weakness to add to my long position. IMO- Just from a macro view, Korea was willing to give drams away to capture market share. Now the pundits are claiming they are going to scrimp on equipment! Jeez, give me an aspirin. Intel is coming out with Merced; Rambus has gig buss; Wonder what kind of memory will be needed (rhetorical)? Large and fast, that means < .25 micron and that means ASMLF!



To: Joost Bruining who wrote (251)12/16/1997 2:27:00 PM
From: margaret foley  Respond to of 42521
 
Joost,
Thank you for the information and the link. No doubt in my mind that this is a good holding for the long term but was wondering about the short term with Korea. Thanks for the response. Up 2 + points today again.
All the best,
Margaret