Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 270.83

+1.0%

Nov 21 4:00 PM EST

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To: Return to Sender who wrote (2778)	4/15/2002 5:49:33 PM
From: Crossy	Read Replies (1) of 95456

RtS, re: MISSION ACCOMPLISHED - B/B above 1 at select firms wow - that was a tough period. Let's see to how many fellas NVLS and TXN announcent came as suprises tomorrow. FYI, the two firms mentioned by you and Michael - EMKR and AXTI I would call the two mainstream US compound semi firms (no smallcaps but midcaps) that I like best in your whoel tabulation.. All are quite cheap and do not command any premium over the sector (unlike CREE or some others).. Even FON turned the corner this quarter. Could be a storyline for the IXC/longhaul comm svc. sector (like CWP, WCOM, MCIC, LVLT, BRW, IN etc..) all the best CROSSY BTW: with semis and equips so strongly into after hours I wonder how my two semi related Japan holdings would do this night.. (NJR and Asahi Kasei)

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