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To: Robert Graham who wrote (13714)	8/4/1998 12:03:00 AM
From: nycnpbbkr	Respond to of 42787

<<I wonder what is attracting money to the semis during this market?>> INTC AMAT MU and the other semi's have been strong because scared money believes this to be a "safer" place to put money because it may have already been wash out.

To: Robert Graham who wrote (13714)	8/4/1998 12:18:00 AM
From: epicure	Read Replies (1) \| Respond to of 42787

Rotation, don't you think? And some in the sector KlAC, ESIO, and a few others came out and said they have seen the bottom. Whether they have or not really isn't the question, it was said, and apparently accepted by many. Since many of these stocks are already 75% off their highs, one could assume there isn't a lot of downside left. Whether that is correct or not remains to be seen. But the PE's in this sector are nowhere near irrational or exuberant- could say the same thing about the oil sector.

To: Robert Graham who wrote (13714)	8/4/1998 12:27:00 AM
From: puborectalis	Respond to of 42787

The SEMI's appear to be ahead of themselves based on current and projected earnings into next year. The kicker here is the pent-up demand for computer systems next year to avoid the Y2K fiasco..Many companies find it easier,not necessarily cheaper,to buy new systems compliant with Y2K solutions rather than dog it out with the likes of Keane,Alydaar,Data Dimensions,Syntel,Info Mgmt Resources,etc.This huge demand will re-energize the entire industry and the buyers of the Semi's know it now!

To: Robert Graham who wrote (13714)	8/4/1998 1:38:00 AM
From: Sonki	Read Replies (1) \| Respond to of 42787

Conditions Are Ripe For Semiconductor Stocks To Rebound, Analysts Say At Informed Investors Forum biz.yahoo.com nvls: copper mine: IBM's got it LU wants but is compalining it's too expensive. me thinks it's worth it. exchange2000.com Equipment makers still smiling Applied Materials sees sign of hope on the Web cbs.marketwatch.com plus AMAT got recently got an order from AMD. we are lucky mrkt is down else NVLS would be over 40 by now.