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To: Henry D who wrote (2148)4/13/1999 12:04:00 AM
From: steve leftwich  Read Replies (1) | Respond to of 3813
 
I listened to the conference call. IMO the reaction in the stock
is totally insane. The tone of the call was consistently and very
bullish. Asia is on fire.



To: Henry D who wrote (2148)4/13/1999 6:01:00 AM
From: stockycd  Read Replies (1) | Respond to of 3813
 
Henry,

Well, it's probably because the CEO in the press release said he was cautiously optimistic blah blah blah. Cautiously optimistic? They've been saying that for a while. I'm ready to hear "we're confident" blah blah blah. Really though, no real turn around in semi-equips yet fundamentally.

Chris