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

To: Mason Barge who wrote (6041)	6/26/1998 12:08:00 PM
From: Gary Burton	Respond to of 10921

Mason--I doubt that it will matter where in the sector you are as far as depressed stock prices are concerned. The deeply depressed ones will find a rush to buy with the signal from litho etc. Litho etc may actually go up less % wise than the over 70%down ones simply because of herd mentality.

To: Mason Barge who wrote (6041)	6/26/1998 2:05:00 PM
From: Czechsinthemail	Respond to of 10921

Mason, I would tend to agree with you on the priority of litho and perhaps automation companies as the likely stars of early recovery. Those that offer customers an opportunity to invest a little and save a lot -- a high return on invested capital -- are likely to do better as things begin to shift from dire to iffy in the semiconductor market. Actually, my guess is that we'll see AMAT as the big cap canary indicating money is more ready to be moving in rather than moving out of semi equips. I've been placing my bets on CYMI and ASYT on the assumption that they'll do relatively well if the recovery is slow in materializing by upgrading existing fabs before we see major new fab construction. Baird