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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 (4559)	1/23/1998 9:23:00 AM
From: Ramsey Su	Read Replies (1) \| Respond to of 10921

Mason, your posts are very interesting, especially in pertinence to your efforts of playing one company against another in this sector. I have limited technical experience in this group. In the past, I find it to be a feast or femine cyclical sector, with very few companies that are successful in moderating these swings. You appear to be of the opinion that the worst is yet to come in Asia, which I am in agreement. Why not just short everything across the board, or choose a few of the most overvalued and ignore the rest? Ramsey

To: Mason Barge who wrote (4559)	1/23/1998 11:00:00 AM
From: HB	Read Replies (1) \| Respond to of 10921

Hi all. I thought the eport was pretty clear that the earnings would have been $0.31 without the charge, so I just bought some... there is a lot of volume at these prices (low 22's) and I don't think it's dumpers. Boing! Decided to get out of BRKS yesterday before earnings. Report doesn't look to bad to me.. $13.27 book value, but they did lose 2c and I think the losses will get worse before they get better. But it's so cheap! Hope to be in again soon. Howard