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

To: Thomas M. Carroll who wrote (4804)	4/27/1999 10:30:00 AM
From: Wally Mastroly	Respond to of 15132

Tom, How about Chipsets? - Chip war may erupt in graphics: news.com Wally M.

To: Thomas M. Carroll who wrote (4804)	4/28/1999 12:42:00 AM
From: CBJR	Read Replies (1) \| Respond to of 15132

I spoke with SFAM. They will have a conference call with analysts in early May. SFAM and IPEC completed merger on April 6. They will discuss future business plan and current order trend. Recently, AMAT,KLAC,LRCX and even CYMI have reported strong book-to-bill. SFAM cannot be an exception. After the conference, big brokerage firms will reinstate their decent investment ratings on SFAM. They are temporarily holding their buy rating on SFAM due to the merger with IPEC.They used to have a good rating on SFAM. Even CYMI, ASYT, PRIA and CMOS were upgraded by big firms. Nothing to loose at $11 or $12. No more AOL, YHOO,AMZN,EBAY. They are over for a while.Keep an eye on cyclical semiconductor stocks. They have something to do with the economy recovery all over the world.