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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: nnillionaire who wrote (25993)	11/5/1998 10:51:00 AM
From: Fortinwit	Respond to of 70976

DRAM Shortage? You have to love this industry... For subscribers: thestreet.com ...Much of the run-up has come from an overreaction to a few twinklings of recovery in the long-ailing semiconductor industry. When things looked bleak, people went running from chip stocks. Now the other kind of panic is setting in -- the panic of being left out of a surge... ...How long can the good times last? "I think it's sustainable over a reasonably short time period," Wrona says. Bob Finch, portfolio manager at Aeltus Investment Management, agrees. Finch bought chip stocks such as Xilinx (XLNX:Nasdaq) two months ago. Xilinx is up 47% since then, but Finch is hardly encouraged to buy more now. "I'd like to see some business improvement before I buy in large positions," Finch says. "I'd like to see orders getting better rather than people walking around trade shows with 40% to 50% capacity talking about how things aren't getting any worse... ...What will it take to renew interest among fund managers? In addition to the improvement in chip orders Finch mentioned, money managers say they'd like to see recoveries in Asian economies and more economic growth in the U.S... F.