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

To: Justa Werkenstiff who wrote (5422)	5/14/1998 7:58:00 PM
From: Orhan Birol	Respond to of 10921

They crossed more than that today. I am afraid we will be stuck at this 35 level to morrow, with the expiration. I was hoping for 37 1/2 expiration but no luck. The late sell off in the market killed the whole thing. At least I picked up some June puts on AMAT and INTC near the high of the day as a hedge. Good luck, Orhan

To: Justa Werkenstiff who wrote (5422)	5/14/1998 10:21:00 PM
From: Ramsey Su	Read Replies (3) \| Respond to of 10921

Picked this up off Nikkei Times. Looks like the Japanese companies are doing better than the US? Does this make sense? TOKYO (Nikkei)-Sales of semiconductor manufacturing equipment, including imports, in Japan declined 2.7% to 744.51 billion yen in fiscal 1997, falling year-on-year for the first time since 1992, according to statistics released Thursday by the Semiconductor Equipment Association of Japan (SEAJ). Japanese equipment makers enjoyed an impressive year, however, recording sales 10.5% higher to a record 1.32 trillion yen. Their strong performance was supported by a 24.2% surge in exports to 748.2 billion yen. The numbers show that while investment by Japanese semiconductor makers is falling, manufacturers in Taiwan, North America and other markets are pursuing aggressive spending plans. (The Nihon Keizai Shimbun Friday morning edition)