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

To: Jacob Snyder who wrote (6132)	7/1/1998 5:36:00 PM
From: David Rosenthal	Respond to of 10921

Jacob, KLAC's warning reads like "Times are tough but the sky isn't falling." I don't think a 10% decline YOY and the company still making money in the current environment is particularly bad news for KLAC. I don't think it will drop below 25 1/2 - 26 in the morning and it may even close flat. You can keep the FAB. I prefer to lose my money in the stock market. Dave

To: Jacob Snyder who wrote (6132)	7/1/1998 9:44:00 PM
From: Paul V.	Respond to of 10921

Jacob,>Whoever guesses the low for KLAC tomorrow wins one slightly used DRAM fab (batteries and shipping costs not included, warranty expired). My guess is 24. If it doesn't set a new low, it might be a good entry price. If it does set a new low, there'se no telling where the bottom is.< Reading the post on amat and this site and then reflecting on what the posted Tom Dorsey 10week, bpoptions, and semi charts are showing I wonder if our negative sentiments are on target or whether these sentiments are a contrarian indicator. Any reactions? Paul V.