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Technology Stocks : Semi Equipment Analysis
SOXX 328.78+2.9%Jan 9 4:00 PM EST
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To: Donald Wennerstrom who wrote (226)12/29/2000 7:00:07 PM
From: Thomas DeGagne  Read Replies (1) of 95703
 
Thanks again for the list Donald.

Two companies you should consider adding to your list are VSEA & ACLS (spun off this year from Eaton). These companies do ion implantation and compete with AMAT and FSII. This market is expected to grow faster than the SE market as a whole. Both companies trade at very low PE ratios.
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