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To: FJB who wrote (16251)4/2/1998 9:51:00 AM
From: Justa Werkenstiff  Respond to of 25960
 
Bob:

You might be interested in this post:

Message 3929417



To: FJB who wrote (16251)4/2/1998 2:52:00 PM
From: FJB  Read Replies (1) | Respond to of 25960
 
Some interesting analyst speculation about the sector with a specific mention of ASMLF.

* After a visit with BE Semiconductor (BESIF) and ASM Lithography (ASMLF), we are more convinced of a strong Taiwan outlook for 1998 and that US customer orders have been pushed out. Bottom line: orders on a worldwide basis should bottom in the first quarter of 1998.
Message 3934233