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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: JSLyons who wrote (2788)	4/16/2002 8:02:27 AM
From: Crossy	Read Replies (1) of 95456

Jonathan, I feel tempted to buy into both but that also depends on other positions that I want to unload. I do not want to go into extra margin.. let's see.. But you are right both EMKR and AXTI are NOT overvalued, are relative bargains in the US market. CREE is too expensive but a sector leader. In that (Sic) area MSCC looks cheaper. UTCI has no real presence on the market. It's more an R&D shop to me.. But at the moment I like Japan best... Sanken electric for GaN and maybe also SiC, NJR for analog/mixed semis and upcoming InGaP and SiC and a couple of others.. let's see rgrds CROSSY

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