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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: eabDad who wrote (33292)	10/5/1998 11:11:00 AM
From: HB	Read Replies (1) \| Respond to of 132070

eab, why do you think there will be visible evidence of a a coming recovery in semi equip as quick as 2-3 mos? If you think so, now's the time because these puppies may move once such a "surprise" recovery begins. Anything in the next quarter will have to be examined carefully to make sure it isn't just seasonal strength being confused with a recovery. I think it takes longer (like late next year), but I think I'll still do OK in the sector. I'm looking to get a second third of [semiconductor automation company ticker omitted so as not to spawn a buying frenzy before my order fills <g>](OK, it was ASYT--- you can go ahead and pile in now -G-) soon since it's trading below cash-- today looks like a bad hair day for the Naz; already got thirds of BRKS and PRIA but the latter two will have to drop much further now to trigger second thirds. Mike, if you're reading this, don't forget to send us a message from the great beyond when you buy AMAT -G-. Cheers, HB