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

To: Aaron Zuckerman who wrote (4202)	12/29/1997 10:25:00 PM
From: Ian@SI	Read Replies (2) \| Respond to of 10921

Aaron, I could accept a bearish scenario if: 1. Several of the leading Equipment Makers hadn't been beaten down so far already. e.g. - SVGI, LRCX, NVLS, etc. 2. It took less time and CapEx to develop high yielding processes for 300mm wafers and ever shrinking feature sizes. There's too much happening to risk being caught out of the sector IMO. However, if one's risk tolerance is moderate to low, this isn't the sector to even remotely consider. Ian.