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Technology Stocks : Entegris ENTG
ENTG 85.96-0.3%Dec 29 3:59 PM EST
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To: The Ox who wrote (4)8/23/2000 12:37:19 PM
From: Michael Gaudet  Read Replies (2) of 33
 
From Merrill today: These high utilization rates mean the industry should continue to add capacity.

We view the smaller cap stocks ripe with opportunity, in particular we would highlight Asyst Technology (ASYT: D-1-1-9), Gasonics (GSNX:D-1-19), Entegris (ENTG:D-1-1-9),
MKS Instruments(MKSI:D-1-1-9), Metron (MTCH:D-1-1-9), Photronics (PLAB, D-1-1-9), and Therma-Wave(TWAV: D-1-1-9). These are all leaders in their
respective product categories and trade at compelling
valuations, in our view.
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