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Technology Stocks : Speedfam [SFAM] Lovers Unite ! -- Ignore unavailable to you. Want to Upgrade?

To: HoodBuilder who wrote (2714)	2/7/1998 7:54:00 PM
From: H James Morris	Read Replies (3) \| Respond to of 3736

As I posted here this morning, this is a Sector to watch very carefully. Over the years I've done very well playing the cyclical patterns but never in my time, has a black cloud, like the Asia meltdown been so potentially negative. The epq mfg's, who average 30% of their revenues from this region will get killed if Asia deteriorates. The gorila's to watch will be Amat, Nvls and Klac, but as I said earlier it still might be to early to get a handle on the real exposure. What looks like bargin prices today might infact be highs going forward. Sitting on the sidelines for a while might well the best way to go. My experience is I can always handle missing a profit, much easier than taking a big hit (loss). Not to be to negative here, but when I see the amateurs on Si posting bullshit like 'I hope this stock goes down so I can buy some more' scares the hell out of me.