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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: goldsnow who wrote (7112)10/12/1998 7:27:00 AM
From: Mason Barge  Read Replies (2) | Respond to of 10921
 
IMHO - when the problems in Asia really started was the time to get out and stay out of this sector, before the market reacted. As far as I can tell, the recovery in Japan has started, and it's time to get in and stay in:

<<Tokyo stocks rocketed 5.2% higher Monday after the upper house of Japan's Parliament passed bills to create a framework to deal with failed banks. Elsewhere, Hong Kong's Hang Seng Index soared 5.7% as most other major Asian-Pacific markets posted solid gains.>>



To: goldsnow who wrote (7112)10/12/1998 7:35:00 AM
From: Mason Barge  Respond to of 10921
 
Well, at least someone agrees with me.

<<Applied Materials (AMAT-NNM)
by Morgan Stanley Dean Witter (25, Sept. 23)
Outperform. We continue to expect an early-1999 bookings recovery with improved quantity demand for leading-edge technology followed by a mid-1999 sequential revenue recovery. Therefore, assuming momentum builds into the millennium, our initial fiscal 2000 EPS estimate is $1.85 and our initial calendar 2000 estimate is $2. >>


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