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

To: James Connolly who wrote (4160)	12/28/1997 9:47:00 PM
From: LLCF	Respond to of 10921

<A recent fortune article said that only 10% of SVGI's business was in the asia region.> Yes thats right the way I read it....there were many touting low asian exposure @ least as far is the bottom line was concerned only to realize later that that one dimensional thinking was only the first wave... ie. the next concern was... "jeez the low production prices in asia will drive down profits in the entire high tech industry throwing the whole thing into a depression!" <If this is the case then perhaps SVGI has been beaten down far too low> I believe this is so...althought there seems to be an added negative feeling out there that the next generation will be delayed and these companies seeme to be getting really punished! Anyone else get that feeling? <On this point, which semi equip has the greatest upside in the long run (next 2 years) ?> I'm not the one to ask... I'd love to hear responses though! DAK