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To: patrick tang who wrote (15184)9/21/1998 6:07:00 PM
From: shane forbes  Read Replies (2) | Respond to of 25814
 
Patrick:

Yes very interesting the differences in the 2 stocks. What is
really interesting is the action of big blocks - 2 to be precise.

One huge almost 4 million sell on TER:
quote.yahoo.com

One huge 1.5 million buy (presumably) on STM:
quote.yahoo.com

As far as the markets finally beginning to get that there exists
some difference between equip makers and the chip stocks themselves -
that would be good. Earlier this year I voiced the very same thing and
of course as usual the markets took both sectors down. Today was
very revealing - chip stocks did very well and equip makers sucked wind - that's the way it should be over the next 6 months! Now let's see what the encore is tomorrow.