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

To: John Chalker who wrote (4490)	1/18/1998 9:59:00 AM
From: Zeev Hed	Read Replies (3) \| Respond to of 10921

Chalks, while I will not dispute that you might be right and the semi-equip segment bottomed on Dec 12, I would like to point, that historically, the segment does not bottom unitl its BTB has gone under 1, we are still above 1 as we speak, I believe. The bottom is often set at the low in the BTB, unfortunately, at the time, there is alwyas fear that the BTB has not bottomed, thus the unusual opportunities offered when a bottom is actually reached. Zeev

To: John Chalker who wrote (4490)	1/19/1998 11:54:00 AM
From: HB	Respond to of 10921

Sort of off topic: I've concluded that the way to play INTC is to buy when analysts are scared of AMD/Cyrix/NSM/other competition, and wait for the next upgrade cycle. Intel's Merced chip is going to be a killer, IMHO... it may nail the Unix workstation market (Sun is working with Intel to make the next release of Solaris run well on it). I'll keep an eye on P/E relative to historical, and P/Sales, and I really hope the fear of competition gets intense (although I think plenty of people are onto the strategy I've outlined above -g-, so it will be hard to get it really cheap). HB