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

To: Jay M. Harris who wrote (4104)12/23/1997 7:13:00 PM
From: LLCF  Respond to of 10921
 
<I can tell you that the great Wall Street analysts in most houses are currently modeling flat to up 10% global semi cap ex in cal 1998>

Now I'm not all bullish or anything BUT stocks (especially this group) are ususally WAY AHEAD of wall streets changing their model inputs. These stocks are currently down on the realization that these inputs are being re-evaluated. Weather there is another leg down depends on expectations of yet ANOTHER re-evaluation IMHO.

DAK


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