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

To: Ian@SI who wrote (5817)	6/12/1998 6:09:00 PM
From: Jurgis Bekepuris	Respond to of 10921

Ian and Mark, At this point in time, when market leaders are on sale, I would be hard pressed to buy second tier companies that showed crummy management in the past. I believe this applies to SVGI and LRCX. MTSN has good management, but they are falling behind the big dogs. Last time leaders were last to fall and first to rebound. Here is my list of buys. So: ASYT buy now and <$12, PRIA buy now and <$12, KLAC buy now and <$20, AMAT wait for <$23, KLIC wait for <$13, TER wait for <$23. CYMI - no opinion. Dividend plays: COHU and HELX for "conservative" investors. Buy now and/or at your favorite dividend yield. CFMT - play for value investors. It has $5 per share cash, so prices <$8 are attractive. But what do I know. :-))) Jurgis