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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: Crossy who wrote (2787)4/16/2002 7:33:58 AM
From: JSLyons  Read Replies (1) of 95456
 
Hello Crossy,

Do join us in EMKR and AXTI. I got in a bit ahead of the recent weakness, but have used it to expand my positions.
I think they are the best plays in their niche. CREE always seemed over-priced and UTCI, before its fall, paid its execs outrageous salaries.

best rgds,
jonathan
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