E! Thanks for that link to the 300 mm transition article. along those lines, I visited the local library for another view of things... Value Line is continuing the high ranking s on the semi/semi capital equipment stocks. KLIC is on their capital equipment list, along with NVLS, AMAT. I'm in KLIC almost by accident -- I happened to come on line at a time when KLIC was crashing for minimal reason, and I thought I'd pick up a few hundred cheap. Has been good so far... I would think that the instrument stocks, photomask, and laser will all benefit greatly by the 300 mm prospects, so would expect my old favorites to do well: LTXX, TER, DPMI, CYMI -- in fact, better than ever, since the complexity of the product increases the revenues... nice game.
tso |
