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

To: Jess Beltz who wrote (4767)	2/9/1998 9:21:00 AM
From: shane forbes	Read Replies (1) \| Respond to of 10921

Jess: I got rid of some SVGI about 3 weeks ago and was getting anxious since the stock had appeared to be going up strongly again. Much like so many of the stocks in this sector. Talk about quick and I mean really quick reversals. I am still debating about putting close stop-losses... My feeling is to wait for a few hours at the very least and see how everyone reacts to SFAM today. I recall BRKS going down to 13 or so upon earnings news and today it's at 17 or so. I don't follow SFAM so I don't know it's relative valuation. If they don't take the stock down too badly I might just go with the flow. There's a lot of gunpowder right now in this sector!!! I know the semis are going for 0.25u like it's going outa style. Another area is testing though those stocks have responded quite well thank you (COHU's one of my all time favorites.). I think testing BTB is still over 1.0. Even post AMAT e. release I am waiting for BTB. I suspect that late Dec. and Jan. were bad for orders and that some of this will be reflected in a declining BTB. I just want to see how much it's going to go down. I'll be blown away and have to make a quick re-evaluation if it shows any strength in going up!