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

To: Jerome who wrote (4881)	2/18/1998 3:00:00 AM
From: Clarksterh	Respond to of 10921

Jerome - OT As much as I like VLSI, they also warned in the last quarterly CC. They said that the SEA macro-economic uncertainty is causing some of their customers to work off excess inventory even though they (these same customers) have very little SEA exposure. In other words they expect to take a hit next quarter, with possible recovery by next q, and almost certain great growth in the last 2 q of the year. Clark

To: Jerome who wrote (4881)	2/20/1998 11:26:00 PM
From: William Nelson	Respond to of 10921

Hi Jerome, Thanks for the response. I was pursuing a strategy like yours of trying to buy equip stocks that were beaten up sympathetically even though they sell little to asia. Now I'm starting to think it's time to buy, period-wish I'd felt that way in Jan!! But I was comparing with the 1996 bust cycle, and this didn't look like the bottom yet. I don't think they are comparable anymore-the memory glut is the only cyclic-looking aspect of this situation, and it existed already before the huge runups, so obviously as far as equip makers are concerned a glut isn't a problem...all those extra chips have to be made by something. Seems like this round of equip purchases is really mandatory for makers that want to exist a few years from now...I imagine they will find some way to buy.