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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: KurtSS who wrote (4170)	3/30/1999 9:40:00 PM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 15132

Kurt: Re: In a correction, "the smaller [semi-equip] companies may hold up a bit better." I would like to think so, but there can be no assurance that this will be the case. In a correction, all stocks go down. But if a market correction comes with the smaller semi equips at higher price levels, then today and tomorrow will prove to be good buy points. I just studied the effect of the ETEC November 1998 preannouncement and found that the market really only took ETEC down and not the whole sector and not even the photolithography food chain with the exception of CYMI which dropped about a point more than it should have in intraday trading. Let's see what happens tomorrow.