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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 (4609)	1/27/1998 5:05:00 PM
From: Mason Barge	Respond to of 10921

Re: IPEC I've been looking at IPEC's quarterly report and it looks extremely strong to me. Again, like so many companies in this sector who aren't extremely exposed to Korea, Japan, or even Malaysia, Singapore etc., IPEC's attitude is "just a bump in the road" and their sales are SMOKIN'. I'm going to ease into long positions in these issues, especially ASYT, ESIO, and IPEC, maybe a couple of others. I'd say TER and COHU but they've just had fairly good run-ups. There's still time to wait for weakness. But getting a good price in the next month or so and holding long-term has to be as close to a sure-fire investment strategy as you can get.