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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 (6214)7/7/1998 9:41:00 PM
From: Joe Dancy  Read Replies (1) | Respond to of 10921
 
"This is a good time to buy. The sector is getting jittery to the upside."
I agree Mason, but I think we may have a little more time to buy than you think. Then again, maybe not if we have a frenzy here like the Internet stocks.

Two articles in the South China Post this morning noting that the " semiconductor industry is in a deep downturn that shows no signs of ending." Whenever the press says there are no signs of ending be prepared for the sector to show some vital signs.

Also, an article noted that while global semiconductor sales fell nearly 4% in May due to price declines chip demand continues to grow because of an expansion in telecommunications and networking markets.

Links to the entire articles are at members.aol.com

Joe



To: Mason Barge who wrote (6214)7/8/1998 1:56:00 AM
From: FJB  Read Replies (3) | Respond to of 10921
 
I'm convinced the Japanese are living in some alternate reality that I will never be able to comprehend. Please read this, it is downright farcical:
biz.yahoo.com

A more positive report:
biz.yahoo.com



To: Mason Barge who wrote (6214)7/8/1998 1:22:00 PM
From: TI2, TechInvestorToo  Respond to of 10921
 
SEMICON is next week, probably some new product announcements and / or business relationships to help get those spikes going!
TI2

On the other hand, Taiwan seems to have turned off and they don't seem to know why my contacts report