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

To: Thomas J Pittman who wrote (4471)	1/16/1998 1:32:00 PM
From: ncs	Respond to of 10921

I like the value in Titanium see TIMT and RTI. With Boeing's back order and new uses these should do well over the long haul, off the top of my head TIMT has a P/E of 10 and RTI has an 8. I have 500s/s in TIMT and will add more once I pay my taxes.

To: Thomas J Pittman who wrote (4471)	1/16/1998 11:11:00 PM
From: Cary Salsberg	Respond to of 10921

Thomas, RE: "Are you concentrating exclusively on the semiequips still or do you see value elsewhere in this market." I concentrate on local Silicon Valley stocks. In a previous post, I mentioned that I had taken positions in 3, ADPT, SPCT, and XLNX. Some others I am watching for a further tech selloff are semiconductor manufacturers ALTR, ADI, LLTC, MXIM, MCRL, ANAD, MRVC, LSCC, and VTSS. These are pricey now and I have not commited to all of them, but they all seem to have very healthy businesses and competitive positions. I am watching disk drive companies QNTM, SEG, WDC, and KMAG, but I consider them trading vehicles not long term investments because of their commodity product. I watch networkers CSCO, BAY, COMS, ASND, PAIR, TLAB, NN, and CS, but while I have a small position in CSCO, it is expensive and the others seem to be struggling. I think the technology market weakness is an opportunity to pick up the top quality issues at very reasonable prices. Cary