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

To: john dodson who wrote (7575)	1/16/1999 4:02:00 PM
From: Kirk ©	Respond to of 10921

NBR "Market Monitor"-Robert Morrow predicts 22% gain in the DOW and only 9% in S&P500 for 1999. Likes stocks Lam, Adaptec and Komag for new stock money now. Link to full story at: suite101.com

To: john dodson who wrote (7575)	1/16/1999 4:05:00 PM
From: Ian@SI	Respond to of 10921

John, In your list,I suspect that NVLS and AMAT have gotten ahead of their fundamentals and now carry at least as much risk as reward. Lam needs to clearly take etch market share, be a Cu success and make progress in CMP to be able to show a double or better from its current price. SVGI, not on your list, is still below book, reports earnings on Tuesday, and its forward looking statements in the conference call may give some cause for optimism. The automation companies haven't gotten carried away, yet. Any of PRIA, BRKS or ASYT still offer good value. What are your favourites? Ian.