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

To: Mason Barge who wrote (4538)1/22/1998 8:58:00 AM
From: Ramsey Su  Read Replies (1) | Respond to of 10921
 
Mason,

just curious about your strategy.

Why would you be short and long this industry at the same time? I agree that semi-eq could be severely impacted by Asia. When this group dropped previously, it is like a take no prisoners slaughter. Why would the likes of CYMI and KlIC be spared?

Ramsey



To: Mason Barge who wrote (4538)1/22/1998 3:50:00 PM
From: Mark Oliver  Read Replies (2) | Respond to of 10921
 
KLIC had good earnings with a nice backlog, but trading down. Is there something I didn't see? I also like ESI. In fact, made me note the KLIC numbers as ESI's recent aqusition of AISI was questioned due to the fact that KLIC was such a big customer and faced an uncertain future. Seems like KLIC is looking a little stronger if the backlog holds up.

Regards,

Mark


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