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

To: Cary Salsberg who wrote (4468)	1/16/1998 9:36:00 AM
From: Thomas J Pittman	Read Replies (2) \| Respond to of 10921

Cary, Slightly OFF Topic For a while there we were all in a position of having wine and song running in the streets as opposed to blood. During that time there were some calls for everyone to find another sector worthy of our hard earned $$$$. That 'problem' is behind us now as most of the equips are back to the 'value' levels you referred to. Having said all of that...... Are you concentrating exclusively on the semiequips still or do you see value elsewhere in this market. Although I have not looked hard, I would bet that there are values oversees at this point if one had the balls to make the purchase (something like fujitsu or Sony, perhaps). I have glanced at some of the steel companies, but havent found anything convincing, and even some of the tech debacles are really values (Oracle is still at a PE of 25 or so). I did grab a nice position in Vishay Intertechnology following their most recent acquistion (will boost their sales per share to about $33 within a year and make them pretty much THE dominant player in passives), but I cant find sector wide value in many places. Just wondering if you have any comments. Regards, J