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Technology Stocks : Semitool -- Ignore unavailable to you. Want to Upgrade?

To: Mitchell who wrote (74)	9/1/1998 3:50:00 AM
From: Mitchell	Respond to of 75

But our dear SMTL is flush with cash and research and development assets that will yield great returns. I'm Not afraid of anything at this price, look at our Book Value and cash and P.E. Your going to see great returns for the next 20 years; especially in the semiconductor sector. Don't be mistaken, this is a significant period in history. The information age is here. Those of you who doubt will certainly be left out. I agree with much of what the market is doing to companies like Amazon and others, they are priced beyond possible growth and earnings. But our dear Semis are flush with cash and research an development assets that will yield great returns. I'm not sure of the bell weathers such as AMAT and NVLS, these do seem to have been a bit over priced, as the Yahoo and Amazons are; but co's like SMTL and BRKS and VLSI's are certainly cash flush, book value strong (share buy back protected) and profitability enhanced to protect against all threats. Mitch P.S. I'm Not afraid of anything at this price, are you? Look at our Book Value and cash and P.E. What's to worry ? We have cash and profits and the future is ever bright.