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

To: shane forbes who wrote (5650)	6/3/1998 8:12:00 AM
From: Mason Barge	Read Replies (1) \| Respond to of 10921

Novellus is apparently making a big announcement this morning about Damescene, which will give it some buy pressure against other issues in the group. You have to think it will perform well, along with AMAT, relative to the sector, although both seem to be holding up reasonably well considering the Asia-fueled debacle of the past two weeks. I would anticipate some coverage about allocation of tight assets into copper vs. shrinking line sizes here. ASM is down and Cymer has been extremely volatile.