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

To: Katherine Derbyshire who wrote (6330)	7/21/1998 3:04:00 PM
From: Will Lyons	Read Replies (1) \| Respond to of 10921

See posts by AV on 'stock swap' thread re ATMI and copper. ATMI earnings due about now might present buying op.Any credit for this should go to AV regards Will

To: Katherine Derbyshire who wrote (6330)	7/21/1998 6:20:00 PM
From: MrGreenJeans	Read Replies (1) \| Respond to of 10921

Katherine I am a big fan of your postings. Always insightful and meaningful. <<If it were my money, I'd be spending it in parts of the sector where valuations match earnings a little better. >> In relation to Amat you would obviously not be a purchaser at these prices I assume. Any comment on Klac, Nvls or Ter? Or perhaps a better question, in what parts of the sector are valuations matching earnings a little better? Thanking you in advance.