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Technology Stocks : General Lithography
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To: Andrew Vance who wrote (1128)1/24/2000 6:38:00 PM
From: SemiBull  Read Replies (1) of 1305
 
Andrew,

Thanks...my gut I guess is not totally out of sorts. Here are my present targets without regard to splits:

ASML - $175
ASYT - $130
CFMT - $40-50 (I am a little more bullish)
FSII - $25
SVGI - $80-100 (dependent on success of litho business)
UTEK - I won't even try.

If I may ask, which do you feel in the equipment group are value plays still? I see CFMT, SFAM, CRPB as possible candidates, though is SVGI were close to filling their capacity with litho orders, they certainly should be included.

Thanks in advance....SemiBull
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