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

To: Math Junkie who wrote (6106)	6/30/1998 4:23:00 PM
From: Gary Burton	Respond to of 10921

Tom Kurlak at it again--says SOX to break below 200 (-20%). Semis and semiequips bottom in price together.

To: Math Junkie who wrote (6106)	6/30/1998 6:57:00 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 10921

Richard, Re:I really want to believe this, but where are they going to get the money? Many of the companies in question are giant conglomerates, with many businesses. Many of the Korean businesses have already said any available $$ will be spent "keeping up with the Joneses" in semiconductors. LG, Hyundai etc have already said that semiconductors are a priority. Once you fall out of this game, it's difficult(impossible??) to get back in. It's also an expensive loss since many have spent Billions and decades in building up their market share. Once the upturn comes around(there will be another one contrary to the Bearish talk), these cos. all want a piece of the action. BK