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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?


To: Tom M who wrote (23224)8/4/1998 6:19:00 PM
From: epicure  Read Replies (1) | Respond to of 94695
 
The semi equip makers- because chip makers will need to upgrade or die. I favor KLAC and ASYT- but most are or will be a good deal. I also like COMS, happen to think it is quite undervalued, and oddly enough it was up today. Doesn't mean it won't be down tomorrow. And Bobby Beara likes gold- and I do too.