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To: Jurgen who wrote (12449)2/13/1998 4:16:00 PM
From: sepku  Respond to of 77400
 
>>>what are we going to do once we're finished with the 50% in ASND<<<

Let's just hope the chips stay down until ASND hits 50 -- they've been looking very attractive for a couple months now. I particularly like that AMAT. I'm going to load up into several companies involved with the migration to 0.25 micron, because 2nd half of '98 is when it's really supposed to gain momentum. ML's Kurlak has been consistently bearish on the chip sector, so they must be loading up.

Style Pts.