Piffer OT - And Other Assorted Nuts Message Board

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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts

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To: Jorj X Mckie who wrote (36750)	6/1/2000 9:33:00 AM
From: Logain Ablar	Read Replies (1) of 63513

Morning JXM: The news on the semi equip co's is to be careful until the SEC accounting issue is out of the way. I've owned BRKS before (its almost back to where I sold it) and it is a good company that has been growing for long term value. It looks like a fund company sold a position yesterday (just a guess on my part). There are a lot of semi equip's I like fundamentaly but I closed out of my last one a week or so ago. If the SEC backs down (which I doubt although I disagree with thier position) I'd be jumping on LTXX, CYMI, MTSN, COHU, NVLS. For now I'll wait cause if the SEC doesn't back down they'll be preannouncing revenue shortfalls. I did take a small position in CAMP yesterday. Glad to see the SEG selling is over in SNDK. Now if only QLGC can get on track. The Semi sector looks good again but the OPBP doesn't look healthy. Tim

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