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To: Sonki who wrote (14164)8/6/1998 5:40:00 PM
From: dougjn  Read Replies (1) | Respond to of 42787
 
Sonki, agree with you about the dd's being very iffy, just reporting Cramer.

congrats on the semi equips. They scare me cause the overcapacity is Korea/Taiwan/Japan in semis is so bad and I can't tell when it washes out. New product cycles coming but will the volumes be what is hoped if some of the capacity never comes back this time? I don't know. Should study it more. Am I wrong about this, or did you just buy for the nice bounce you've already gotten? <g>

I think now is a great time to buy some Lor/gstrf. A bad launch result is almost already in g*. good result Aug 23 I think it is, is much more likely.

Love Wcom.

Any semis I should buy now? What about vlsi? Others?

What are those long term leap bets?

Let me ride some of your coattails??? <gg>

Cheers, Doug