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


To: TI2, TechInvestorToo who wrote (5041)3/24/1998 3:44:00 PM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 10921
 
Hi guys,

Check out this article that includes comments
of SGS-Thompson's Jean-Philippe Dauvin. He's a great guy
very much in tune with chip supply-demand situation.

techweb.cmp.com

I am not adding to my semi-equip portfolio yet,
but I'd definitely add in case of crash.

Good luck

Jurgis