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Technology Stocks : Semi Equipment Analysis
SOXX 299.48-4.8%Dec 12 4:00 PM EST

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To: Donald Wennerstrom who wrote (1084)8/25/2001 3:35:57 PM
From: Kirk ©  Read Replies (2) of 95579
 
Thanks

VECO seems more "optically connected" so it, like UTEK, might be seeing some of the jdsu type money leaving as people figure that market is going to stay away for awhile.

Smaller UTEK generates more cash according to this and UTEK sells at a lower multiple of price/sales.
quicken.com

Not a slam dunk...
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