Hi Andrew,
Can you comment on the products of Watkins-Johnson (WJ)
when you have time? I wonder how the company is regarded
in the field.
Sold UTEK August 20 much too early. Looking at
other semi-equip bargains. Here's the list of remaining
less than 2 PSR stocks in semi-equip field:
ASEC, ASYT, FSII, GGNS, KLIC, LRCX, LTXX, WFR,
MICN, NANO, SMTL, SVGI, SUBM (0.3 PSR!),
TGAL, WJ (0.8 PSR).
I own ASYT and GGNS. I like ASYT, somewhat FSII,
LRCX, KLIC, GGNS, and SVGI. I respect David Ferran who
became CEO of SUBM - I was in TYGN before takeover.
Good luck
Raimondas |
