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To: FJB who wrote (18806)7/27/1998 10:48:00 PM
From: ben luong  Respond to of 25960
 
Conditions Are Ripe For Semiconductor Stocks To
Rebound, Analysts Say At Informed Investors Forum

biz.yahoo.com

Some interesting quotes:

Ron Leckie, CEO of INFRASTRUCTURE (http://www.infras.com), a semiconductor industry market research and information firm, said the semiconductor equipment companies will lag the chip firms in their recovery, but that it will no doubt come, probably by the second quarter of 1999.
Leckie said the safest stocks among the semiconductor equipment makers are where investors should look right now -- Applied Materials (Nasdaq:AMAT - news), KLA Tencor (Nasdaq:KLAC- news), Asyst Technologies (Nasdaq:ASYT - news) and Kulicke and Soffa (Nasdaq:KLIC -
news), among them. His talk gave very detailed insight into the emiconductor equipment industry.