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

To: McDuck who wrote (5341)	5/8/1998 2:00:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 10921

Well said McDuck. Asian Crisis thread is at: Subject 20165 Hopefully, we can use this thread to talk about Buying Semi Equips when the BLOOD is running in the streets!

To: McDuck who wrote (5341)	5/8/1998 2:00:00 PM
From: Pseudo Biologist	Read Replies (2) \| Respond to of 10921

McDuck, re <<Let's get this thread back on topic, please.>> How about picking the "best" stocks for the upturn (whenever that may be). Going back to the roots of Cary S's approach and the "magnificent 8(7)" one can start with that list. These companies have in common that they are relatively big and are in Silicon Valley: AMAT, NVLS, LRCX, SVGI, KLAC, UTEK, EGLS To these one could arguably add ETEC (also in Silicon Valley, but a different kind of play maybe), PLAB, DPMI, TER and, perhaps, PRIA and KLIC. "Relatively big" being the theme here. Of course, arguments in favor of "small-clever" etc would be welcome. PB

To: McDuck who wrote (5341)	5/8/1998 2:37:00 PM
From: MikeM54321	Respond to of 10921

No problem. I will post over there from now on. I didn't even know there was a topic of that title. Let's keep the Asian conversation going over there. It has been very interesting and could prove to be significant in the coming months. Thanks, MikeM(From Florida)

To: McDuck who wrote (5341)	5/12/1998 8:38:00 AM
From: Mason Barge	Read Replies (3) \| Respond to of 10921

<<Let's get this thread back on topic, please. >> Or as the captain of the Titanic said, "You people stop talking about icebergs and get back to navigation, please." Or in other words, would you please explain to me why AMAT is laying off employees without mentioning the economic situation in Asia? The situation in Asia has been the #1 factor in the price of any semiconductor equipment stock for the past 6 months. Sitting around talking about "which issues to buy" to take advantage of the coming rally, without considering Asia, is meaningless. Unless and until the more important Asian economies recover to the point where they are able to afford purchases -- both end user products as well as the semi equipment per se -- there isn't going to be any rally. The situation in Asia is not getting better, but I won't bore you with the details. You will please note the price of semiconductor equipment issues is also sinking again. A significant drop in the Dow, together with continued intransigence to economic reform in Japan and Korea, and political instability in Indonesia, would cause a huge additional retrenchment in every one of these stocks. If you want to ignore this possibility, go ahead, but don't blame people who are concerned with it.