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


To: Ramsey Su who wrote (6011)6/24/1998 3:11:00 PM
From: Grand Poobah  Read Replies (3) | Respond to of 10921
 
From day to day I'm never sure what's going to happen in the market, especially with semis and semi-equips. I think some of the semi-equips (like AMAT) are at bargain prices, but I'm reluctant to invest because I think there is very likely more bad news coming for a few months yet. Maybe AMAT has recovered somewhat because people think AMAT is in a good position to take business from the other smaller, struggling semi-equip makers.

G.P.