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Technology Stocks : Semi Equipment Analysis

SOXX 296.74

+1.8%

Nov 28 4:00 PM EST

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To: Return to Sender who wrote (3197)	5/20/2002 4:58:40 PM
From: Crossy	Read Replies (1) of 95487

RtS, thx for posting the Reuters story. You know I really like FCS. might consider getting in again... I also think about doubling up my position in Simtek (SRAM.OB). The fact that revenue held up so well is very encouraging. They stayed near breakeven and that even including the "die shrink" engineering expenses that they are incurring right now for the 0.25 micron project with Amkor (AMKR)... This 1Mbit nvRAM design has the potential to be a really high margin item. I expect nice profitability in 2003 if this project unfolds according to plan... Meanwhile their QDOT subsidiary is going after military microwave contract $$$. Rather controlled risk situation for an OTC/BB company. But the potential could be eye-propping. Price/Sales also under 1.. best rgrds CROSSY

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