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

To: Investor2 who wrote (5722)	6/7/1998 12:36:00 AM
From: Investor2	Respond to of 10921

Bullish story on semi equip stocks. "CHIPS ARE EVERYWHERE. They're in your PC, car, refrigerator, and a bazillion other places you may not even suspect (see "Your Day, Chip by Chip," page 84). Yet as pervasive as semiconductors are today, they'll become even more commonplace in the future. So how do investors capitalize on this? One obvious way is to stock up on hot chipmakers. But there's a potentially more profitable opportunity if you're willing to drill a little deeper and weather the usual volatility associated with high tech investing. It's infrastructure. ..." forbes.com Best wishes, I2

To: Investor2 who wrote (5722)	6/7/1998 1:54:00 AM
From: Jacob Snyder	Read Replies (2) \| Respond to of 10921

re: fourth possibility for financing equipment purchases: I thought of that, and dismissed it. In the middle of an upturn, or (better yet, from the companies' point of view) at the peak of a cycle, maybe a semi company can have a successful IPO or secondary stock offering. As I recall, Micron had a well-recieved secondary stock offering when their stock was flying high in 1995. But we're talking about how you finance equipment purchases in downturns. Could Micron have had a secondary stock offering in mid-1996, or today? To say it would be poorly recieved would be an understatement. Or how about those Korean companies with debts of 500% of equity? It would be laughed off the Street.