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Non-Tech : Auric Goldfinger's Short List -- Ignore unavailable to you. Want to Upgrade?

To: Sir Auric Goldfinger who wrote (540)	10/25/1998 1:07:00 AM
From: Tom Murphy	Read Replies (1) \| Respond to of 19428

The party might be over for the semiconductor-equipment sector before it started....I'm still short UTEK. Excerpt from article on the "Dataquest Semiconductor Conference" October 20, 1998 San Diego: Dataquest's outlook for the semiconductor-equipment sector was revised downward in a presentation by analyst Clark Fuhs. In July, he reported 1999 would be a year of marginal improvement for capital spending, increasing to $33 billion from this year's expected $31 billion. But Fuhs said Monday that he now thinks capital spending will fall by 8 percent to 10 percent next year On Malaysia's decision to put controls on its currency, Straszheim said, "It's too late for Malaysia to turn around."