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

To: Gottfried who wrote (7279)	11/8/1998 11:49:00 AM
From: goldsnow	Respond to of 10921

Hey, the fellow is just a paper back writer..:) He quotes fairly good people, Edgar Larsen among them.... "Edgar Larsen, chief equity officer at Houston-based AIM Capital Management Inc. which oversees $110 billion, bought all three stocks during the last two months. He saw Novellus jump 76 percent, KLA-Tencor 69 percent and Applied Materials 47 percent What's more, all three are still at least 35 percent below their all-time highs. New Transistor Standards The industry's continuous push toward faster, smaller chips will require factories to buy new equipment, investors say. The move to a new 0.18 micron standard for transistor sizes means that most chipmakers will replace some equipment, said Sue Billat, an analyst with BancBoston Robertson Stephens in San Francisco "