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

To: William Nelson who wrote (4880)	2/18/1998 1:07:00 AM
From: Jerome	Read Replies (2) \| Respond to of 10921

Hi William, You are right SVGI has little or no asian exposure, and its a good company in its own right. My plan here is to sell off some AMAT and buy equal amounts of ASYT, VLSI, and SVGI. All three will do well. The idea here is to contain the SEA downdraft and put some resources into companies that have reported good earnings and good prospects for the next six months. I already have a significant position in KLIC. EGLS also shows some promice for the next nine months. Unfortuanately, SEA is either being underplayed or overplayed, and I don't know which. In these kind of times I suspect the best idea is to invest in companies that have exceeded earnings expectations last quarter, and have shown both profit and revenue growth in the latest quarterly report. SVGI, VLSI, ASYT, COHU & CYMI have all met this criterion. AMAT would also be in this group except they warned of potential problems because of the ASIAN situation. Id be pleased to hear of your investment strategies or criticism of mine. I try to be 100% invested all of the time, but my selection of stocks will vary according to the climate. Have to cut this off for now, I'm doing a resume for my niece who is trying to get a job as a white house page.She is somewhat lacking in organizational skills but will probably succeed in spite o0f herself. Good Luck Tomorrow,......Jerome