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Technology Stocks : Semi Equipment Analysis
SOXX 298.01-0.5%Dec 15 4:00 PM EST
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To: robert b furman who wrote (1617)1/13/2002 10:33:50 AM
From: JSLyons  Read Replies (2) of 95579
 
Good idea, Bob. I'd like to throw out a few names, in addition to your GNSS:

TGAL
ASYS
TRKN

I have modest positions in each but am eager to learn more.

While many, respected posters prefer the big names for the quality of their earnings, I contend one can do better finding niche players and other 'survivors' as their earnings go from dismal, or non-existent, to even marginally profitable. Share prices move up sharply during such a transition.

Best rgds,
Jonathan
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