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Technology Stocks : American Xtal Technology, Inc. (AXTI)
AXTI 12.34-5.0%3:59 PM EST

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To: kinkblot who wrote (174)1/1/2001 9:43:48 PM
From: Will Lyons  Read Replies (1) of 290
 
Hi Will

Barron article makes me wonder if I have too balanced a portfolio -- about an equal amts in AXTI and EMKR!

IMHO the article underestimates the potential of the
R and D that EMKR is investing in. Until recently the losses were greater than the R and D but while R and D is now growing even more rapidly the losses are coming
down/ Am I missing something?

WL
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