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

To: Jess Beltz who wrote (5806)	6/12/1998 8:08:00 AM
From: Mason Barge	Respond to of 10921

OT <<Another interesting play might be an American firm who benefits from the turmoil like Pier 1 Imports>> This was priced into PIR share value six months ago and has corrected back down, due to a feeling on the street that their fabulous same-store sales growth can't be sustained. I made one of my better moves this year getting out of this at 28 -- in fact, most of my good moves this year have been sales prior to collapses (and most of my bad ones, failures to sell in time). Anyway, although there might be some upward room for this excellent booming company, be careful with your DD. The effect of lowered sales costs from Thailand, Malaysia, etc may give them a nice rise at earnings time, but it isn't a secret!

To: Jess Beltz who wrote (5806)	6/12/1998 2:53:00 PM
From: Czechsinthemail	Read Replies (1) \| Respond to of 10921

I'm wondering about the net effect of falling Asian currencies. While on one hand it makes it harder for Asian countries to buy semi-equipment, it makes it cheaper for them to sell it. I've been thinking about this in response to the ASMLF announcement. It occurs to me that Nikon and Canon may see relatively better sales at ASMLF because of a falling yen. I had thought that CYMI would weaken more on the ASMLF news, but I think the implication may be that the balance of DUV sales may shift somewhat toward the Japanese and not impact CYMI as much. Baird