Phil,
Here's a thread to follow. It has a lot of very knowledgeable contributors, including Ian, Andrew Vance, Robgera, Brian Kerecz, Robert Grutza, and Katherine Derbyshire. I lurk there, but don't contribute since my knowledge of the litho business (other than knowing what it is)is virtually zip. Surprised you haven't run across it yet, but you'll enjoy it; especially lately, when there has been a LOT of discussion about the relative merits of SVGI, UTEK, ASML,etc. BTW, I have a LARGE position in SVGI also. My largest holdings are CYMI, MTSN, PLXT, SVGI & VTSS. Some would say I'm overweighted in speculative tech stocks. At this point in their recovery, I see them as safe havens with lots of profits yet to be made! Enjoy!
Subject 10915
Knip
BTW: Maybe you know this already, but I've had trouble bookmarking SI threads to my Netscape browser. The subject ID number winds up being posted as the bookmark. Have to have a hell of a memory for numbers to figure which is which.
Solution: With bookmarks on desktop, choose EDIT, then BOOKMARK PROPERTIES. Replace ID # with any title you want, click OK, and bookmark is changed. |
