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Technology Stocks : Rudolph Technologies Inc-(RTEC)
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To: Road Walker who wrote (21)7/31/2001 8:05:16 AM
From: Proud_Infidel  Read Replies (1) of 106
 
Hi John,

I do not have a position in RTEC either yet but am looking to add some this year. However, I also like JDSU and the once in a decade value it is presenting at the moment. Since I am already heavily invested in the SCE sector, RTEC must take a back seat in my plans for the time being. That being said, I do not believe there strong competitors as of yet to RTEC with their measurement tools. They have some of the best technology, and IMHO one of the dangers could be a buyout by AMAT since AMAT wants to be a leader in the measurement sector. ANd after being acquired by a company like AMAT, one would get nowhere near the EPS growth that one could by holding RTEC alone, assuming they execute well going forward.

Brian
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