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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 (7278)	11/7/1998 9:30:00 PM
From: Gottfried	Read Replies (2) \| Respond to of 10921

goldsnow, thanks for the article! The author doesn't know what he's talking about, methinks: >Some investors express concern that gains in shares of computer-parts suppliers may not be justified by the outlook for earnings. The book-to-bill ratio for North American semiconductor equipment makers, a closely watched gauge of the industry's health, was unchanged at 0.57 in September, as chip producers such as Motorola ordered fewer machines.< He confuses computer parts suppliers with semi equipment makers. To me that makes the whole article suspect. Gottfried