Dick,
Valuations are now more reasonable. I bought a bunch of MASK today, and now have positions in SMTL, MASK, NANO, and EGLS equipment makers. Today looked like a blowout bottom. I haven't checked volume yet, but when all stocks in a sector fall, and there is no news, then that suggests some panic selling.
Look at the networking sector too. I tried to buy CS and USRX today too, but set my price too low. Want a possible one-day trade??? COMS releases it earnings after the bell tomorrow. Buy USRX (COMA and USRX are merging) and see if you get a one-day pop..... USRX is already up 5% off of its low today....
By the way, Semitool's business is still improving- the question at Semitool in my mind is cost control during the expansion....
Sincerely,
Doug F. |
