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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 (4817)2/12/1998 9:33:00 AM
From: shane forbes  Read Replies (1) | Respond to of 10921
 
Mason thanks.

Don't understand the upgrades to the semi-equips. Will wait and watch until prices get silly. Then might short.

Was blown away by some recent number crunching that shows that the period 1996-1998 looks like it is going to be worse than the dark days of 1989-1991 in the semiconductor industry.

Message 3409759



To: Mason Barge who wrote (4817)2/12/1998 12:23:00 PM
From: LLCF  Read Replies (2) | Respond to of 10921
 
< Steinberg upgraded LRCX, AMAT, NVLS and KLAC.>

I know those Irish names all sound the same...but its "Bernstein".

Interesting that everyone is upgrading after such a large bounce...where were they a month ago????

DAK