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To: TOM E WALTERS who wrote (469)6/30/1998 10:16:00 PM
From: Javelyn Bjoli  Read Replies (1) | Respond to of 754
 
It is just a gut feel, based on looking at their chart. Many other semiconductor stocks are at or near 1+ year lows. Wall St. hates semiconductors & semi equipment right now, and this seems to show in most charts except the analog sector. Maybe they will all get lucky and ride through the Asian crisis without taking a hit, but I don't think so.

I do not see a clear bottom in this stock or sector yet. BBRC was down 10% today for reasons I haven't figured out yet. LLTC, MXIM, MCRL, ADI, BBRC have been on a steep downtrend since early May. Except for MLIN and UTR, which may have scraped bottom, I don't think there is enough fear priced into these stocks yet.