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

To: Zeev Hed who wrote (7719)	3/19/1999 3:29:00 PM
From: Ian@SI	Respond to of 10921

Zeev and Thread, Underlying numbers in the B2B ratio are weak. Agreed. IMO, significance of a single point is nil, especially when that single point is incomplete and artificially massaged. BWDIK? If you listen to ESIO's conference call, the forward looking statements are quite positive for the semi equipment sector. Another single point, but one which is consistent with other recent forward looking statements made in earnings conference calls. The stock prices, as we've seen today, can go in any direction. If you don't like the current direction, wait 10 minutes. ;-) FWIW, Ian.