Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Ultratech Stepper -- Ignore unavailable to you. Want to Upgrade?

To: the navigator who wrote (2836)	10/30/1998 1:01:00 AM
From: Tom Murphy	Read Replies (1) \| Respond to of 3696

jo6pak...First let me say that I wish no one ill. I don't like to see anyone lose money (me included). All of my post contain factual Industry information. Some of the information I posted is not readily available to someone outside the industry, but I include my source in the post if you look (such as the Dataquest Conference, the SEMI, Semiconductor-equipment report, etc). Right now the equipment stocks are on a nice run. I just don't see how it can be sustained. Even if orders do pick up next quarter, you are still looking at a 6 month lag to revenues. The momentum traders that have been fueling the run will bail out as soon as it stalls. Long term, I hope you make out great..Short term, I'm just trying to pick up a couple of bucks. I will probably be gone in a couple of weeks (maybe sooner). Best of Luck.