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

To: HB who wrote (7194)	10/26/1998 10:57:00 AM
From: Mason Barge	Read Replies (1) \| Respond to of 10921

I don't have access to my index at work, but the sector looks mixed, not nearly as bad as I'd feared. ASM was down 16% on European exchanges (I think it was a Dutch exchange, as the price was stated in guilders). Another bad earnings warning. I'm sorry I don't have a link, I'm not even completely sure where I read it. COHU is still surging, trying to equalize with Teradyne.

To: HB who wrote (7194)	10/26/1998 10:57:00 AM
From: Mark Oliver	Respond to of 10921

08:43 ET ASM Lithography Holding (ASMLF) 23 1/8: Semiconductor equipment maker warns that it expects 2nd-half results to fall "substantially below" the 1997 level due to declining orders. ASMLF indicated 3 pts lower in pre-market. As we have stated numerous times, bottom has not been reached in this group, but analyst pushing the stocks anyway, as they have done in each of the past 3 earnings seasons. Going into the next earnings warning season, chip equipment makers will be a group that short sellers will want to keep an eye on. Of course, the longs should not wander away, because group will inevitably be run up again in January.