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Technology Stocks : Asyst Technologies (ASYT) Good Value/Where is the Bottom? -- Ignore unavailable to you. Want to Upgrade?


To: robert b furman who wrote (1239)12/15/1998 10:12:00 AM
From: JZGalt  Respond to of 2313
 
OT... What is your take on Oils? They are getting cheap, not there yet, but getting cheap.

Avoid. Oil prices need to bottom before the stocks can bottom significantly. I'm willing to miss the first 40% of the bottom not to get another head fake.

FWIW, I sold ADEX and bought GALTF with procedes.

Still like watching paint dry with these secondary semiconductor equipment stocks unless you are willing to trade them. No big cap-ex on the horizon IMO.