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

To: shane forbes who wrote (4818)	2/12/1998 1:08:00 PM
From: Mason Barge	Read Replies (2) \| Respond to of 10921

Don't get me wrong, I don't pretend to be able to predict what the semiconductor or semi equipment sectors are going to do near term. As Ian said, Kurlak's been very wrong before, but I always listen to those guys ever since Brett Hodess got the Cymer thing pretty much right, to a nearly unanimous chorus of boos and ridicule, and legion accusations of stock manipulation. I took him seriously and it saved me buckets of money. One sector I will predict, and that is chipsets for ASDL light, which ought to start cranking very late this year and be in full force sometime in 1999 -- I want to say spring or summer, but these things have, in the past, taken longer than anyone predicted. There are a lot of companies on board, though, it's hard to pick a winner unless you just like, say, LU or ADI or AMD or MO anyway, then you'd have to think ASDL participation is a plus. I have a little Aware and would get some ADI but it's kind of tame for my blood.