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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Alan Hume who wrote (6194)	8/13/1998 10:55:00 AM
From: KM	Read Replies (1) \| Respond to of 93625

Alan: <<I have become convinced that the bottom in the semicon sector has been reached and took positions in AMAT . . . >> I'd be careful with that one. Did you read the synopses and analyses of the AMAT cc available on the AMAT thread? Aren't the equipment companies typically six months or so behind the chips in the cycle? RMBS I agree with, for sure, AMAT looks pretty wobbly to me. My two cents. By way of disclosure, I am short AMAT.