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

To: Jerome who wrote (7288)	11/8/1998 9:47:00 PM
From: Dr. Bob	Read Replies (1) \| Respond to of 10921

Jerome, I think the best way to spend $10,000 in the next 6 months in the semi equipt sector is to sit on your hands. Until KLIC sees an upswing, no one else is going to. Until fabs are running at 90+% capacity, new ones aren't going to get built - and with line widths shrinking and 300 mm years off, it's tough to see why anyone would need to. Having said that, I think FPD companies are a niche worth looking at, so I like ORBKF. I like KLIC, because sooner or later (probably within 6 months), people HAVE to buy bonders as unit counts go up. And I like ETEC because of line shrinks being the current driver. So my first idea is leave it in cash, but if we have to give you a portfolio, I'd invest my $10,000 in ORBKF, KLIC, and ETEC. Bob

To: Jerome who wrote (7288)	11/8/1998 9:55:00 PM
From: Ramsey Su	Respond to of 10921

Jerome, I gave your basket of SEMI idea some thought and it sure looks like a good strategy. For the next six months, I think shorting AMAT may be the best idea. The market is a little ahead of itself with many pitfalls to come. When everyone thinks that it is such a sure thing, it usually does not happen. May be Dr. Bob has the best idea, just leave your money in the shoebox. Ramsey