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Technology Stocks : CVDE-CVD EQUIPMENT CORP
CVV 3.920-1.3%Oct 31 9:30 AM EST

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To: Will Lyons who wrote (57)11/20/2001 3:41:30 PM
From: John Finley  Read Replies (1) of 102
 
Hi Will,
I toyed with the idea of buying more when it dropped below my initial purchase price but unfortunately I didn't act on it.

Looking over their 10-Q it looks like they were correct about not being too impacted by the slowdown:
freeedgar.com

Quietly plodding along...

Re: ASYS and TRKN

Valuations look good but I haven't looked in detail recently. I owned some ASYS a while back but reduced my exposure to semi equipment stocks. I think I'll stand relatively pat unless a particularly attractive prospect comes along.

JF
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