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Strategies & Market Trends : The Thread II

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To: KevinMark who wrote (3456)	7/2/2001 8:35:04 AM
From: marquis103	Read Replies (2) of 9026

Morning Kevin. I hope you're right about the book to bill ratio. I agree about accumulating at these levels. I've always liked following the semiconductor equipment makers, and I've been accumulating a few different companies down here in the teens. I just picked up a little more ASYT. They just announced a convertible offering that seemed to hurt the stock price a little, but from what I've read on the threads, most view it positively. At any rate, there seems to be a lot of bargains for those willing to wait for the turnaround however long it takes. Since I'm back to working a regular job, I've decided to pick up out-of-favor stocks and wait for them to turn around, and some of the semi-equips fit that bill. Russ

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