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

To: Mark Oliver who wrote (7329)	11/19/1998 5:03:00 PM
From: JSB	Read Replies (1) \| Respond to of 10921

Mark, I'm thinking they have run too far, too fast. Thinking about nibbling on some puts. I would appreciate some opinions from you and the thread, TIA Regards, Jeff

To: Mark Oliver who wrote (7329)	11/19/1998 11:27:00 PM
From: Clarksterh	Read Replies (1) \| Respond to of 10921

Re - Semiconductor Equipment Orders Will Not Snap Back As In Past Cycles, Industry Analyst Predicts ... ''It'll take four consecutive quarters of 33% growth in orders just to get us back to where we were in September 1997 in terms of level of business,'' O'Neill added. ''There is literally no way you can fire people fast enough to bring the business down to that size and keep up the pace with the decline.'' Nothing like a well timed article. In case no one noticed the latest BtB data indicates almost all of the required 33% growth just happened in one month - a whole quarter wasn't needed. Three month average bookings were up 31% vs last month. Clark