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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (11575)12/12/2000 4:48:20 PM
From: Jurgis Bekepuris  Read Replies (1) of 78618
 
Paul,

What is the story of TRID & SBLU?

ADPT at one time was a great company, I am not sure
what (how) they are doing now - haven't seen it for
a while.

ATMI from what I remember is in semi-equip camp.
Have got other semi-equips.

ECIL - I was not happy with their 5-way split plan.
They are too small for that. I may buy anyway, since
they are getting very cheap.

EFII - MB did good analysis. No comments.

Jurgis
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