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Strategies & Market Trends : Technical analysis for shorts & longs

SPY 679.68

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Nov 26 4:00 PM EST

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To: Return to Sender who wrote (34424)	9/24/2001 12:39:43 PM
From: Suresh	Read Replies (1) of 68357

Hi RTS and Harry, tools sold by KLAC, VECO will continue to be crucial for any technology advancement we see. I hope we are not yet dead in making advances in the semi sector. VECO is under appreciated but I wouldn't be surprised to see it outperform the sector in the coming run. NEWP is because everyone is writing off automation in fibre just because there is a slow down. This is the period when the strong really try automate and reduce the cost of manufacturing. My equipment friend likes the tools by NEWP and its management. RTS if I need to pick one among the three it would be KLAC (conservative), VECO (aggressive) and NEWP (speculative and aggressive). Later, Suresh

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