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

To: MikeM54321 who wrote (5303)	5/6/1998 10:45:00 AM
From: Joe Dancy	Read Replies (2) \| Respond to of 10921

I've almost given up trying to figure out where we are in the cycle Mike - all I know is that based on financial fundamentals some companies in this sector are undervalued on a long term basis. Here's the latest part of the puzzle - Copyright 1998 COMLINE News Service COMLINE Daily News Electronics May 6, 1998 World Semiconductor Equipment Sales Surge in February The Semiconductor Equipment Association of Japan released figures April 30 that show world sales of semiconductor manufacturing equipment rose 36.7% year-on-year in February to finish at $ 2.04 billion. The North American market saw $634 million in sales, a gain of 36%, followed in margin by Europe, where sales lifted 27.8% to $ 255 million. Sales in Japan expanded 20.0% to $484 million. Orders in financially- beleaguered South Korea were down 41% in February. The February figures shows mask, reticule and wafer manufacturing systems down by more than 50%, while others were on the rise. Joe