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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 (4690)	2/4/1998 9:09:00 AM
From: Joe Dancy	Read Replies (1) \| Respond to of 10921

For what it is worth Mason, here is a take on the sector by NationsBanc securities: biz.yahoo.com Best - Joe

To: Mason Barge who wrote (4690)	2/4/1998 1:40:00 PM
From: HB	Respond to of 10921

No news to report, but I consider speeded-up Cu bullish for SFAM. (Slowed down 300mm is less bullish (-g-) however. Now the real dead cat bounce has started... i.e. many of us won't think it's a dead cat bounce. Do I? Hmmm.... HB

To: Mason Barge who wrote (4690)	2/4/1998 3:12:00 PM
From: FJB	Read Replies (1) \| Respond to of 10921

RE:Nikon's new scanner has a field of something like 22mm square -- not too impressive. Nope, that's a stepper. RE:DUV revolution may happen more gradually than a lot of people think, i.e. the DUV evolution. It seems one analyst has extrapolated an anecdote into a trend. Don't believe everything you read. Bob