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

To: Clarksterh who wrote (3916)	12/17/1997 4:38:00 PM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 10921

All: Here are some thoughts on some issues to focus on the next few days: 1. I think North American SEMI Equipment Book-to-Bill should be reported today at some time. Look for it on the wires. 2. SFAM just reported that they made estimates of .49 per quarter. This may have been the first time they failed to exceed estimates. Listen to the conference call at (402) 220-1012 for 7 days after 4:30 PST to get a feel for the environment. The management is conservative. 3. Watch carefully the trading pattern for SFAM the next few days. Closed strongly today at $25 per share on good volume after recovering from below $20 last week. Perhaps we can get a glimpse into the short term sentiment in this sector. It will be interesting to see if the company is neutral to positive on the cc and if the stock rises Thursday only to close $25 or less over the next few days. If this occurs, we will have a AMAT repeat performance (rise and fall the day after the cc) and the bearishness in this sector will be confirmed.

To: Clarksterh who wrote (3916)	12/17/1997 9:16:00 PM
From: Clarksterh	Read Replies (1) \| Respond to of 10921

Just for those who think that the entire semiconductor industry is over-capacity, and no one is going to new technology: Acer is getting into foundry business (because the current foundries are booked solid): techweb.com IBM starting a $700M 300mm line in 1999: techweb.com And, for those who think that the lack of investment capital in SEA will cause all new plants to dry up: techweb.com Finally, an interesting article about why some DRAM makers may make a lot of money (and others will lose their shirts) next year: techweb.com Just food for thought. Clark