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

To: Drake who wrote (6226)	7/8/1998 1:56:00 PM
From: Mason Barge	Read Replies (1) \| Respond to of 10921

Drake, my comment was looking at the shorter term. I have absolutely no idea how to play the mid-term, i.e. when the best time to buy might be or whether the sector will turn down again in the next few months. Long term I like these prices a lot, and short term I think there are signs of a breakout. Mid-term -- well, you pays your money, you takes your chances. In other words, LOL, if AMAT reports stronger than expected, buy now. If AMAT reports at or below expectations, don't buy yet.