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

To: Ian@SI who wrote (4829)	2/12/1998 11:53:00 PM
From: shane forbes	Respond to of 10921

Ian: Just curious - the FMR buys surprise me. A newer more value-oriented FMR. Something's up? Noticed that LRCX is laying off 14% of its workforce. Still suspect the run-up in the semi-equip prices will prove to be short-lived. Could not believe the upgrades recently. Really seems farcical to me. But hey Mr. Stock Market may know best. But I'll still be pounding the drum that this is kind of ludicrous! Without DRAM building the semi-equips are going down. biz.yahoo.com (P.S.: May I ask for which chip & chip equip companies have 13-Gs been filed? TIA)