Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 318.06

+1.4%

Jan 5 4:00 PM EST

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To: The Ox who wrote (9256)	4/3/2003 12:02:39 PM
From: Return to Sender	of 95675

Michael, thanks for mentioning AXTI. I was just thinking about the other companies in LED's after that huge Japan order for CREE. If the economy does pick up here AXTI could be a beneficiary for sure. My only concern is the high cash burn rate but your explanation of how they are going to lower costs by the move to China makes it less of a risk. biz.yahoo.com I'm still hoping for a larger pullback before going long on anything but please continue to bring new ideas like AXTI to my/our attention. Everyone please feel free to discuss your investement picks among the semiconductors here. Long or short the knowledge you possess is something I can use to help me with my own decisions. Others will benefit as well. Thanks, RtS

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