Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 299.67

+1.5%

4:00 PM EST

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To: Return to Sender who wrote (4206)	7/21/2002 5:49:29 PM
From: JSLyons	Read Replies (1) of 95406

Hello RtS, Your post reminds of our earlier exchange for extreme BUY targets, what Zeev likes to call OBs (outrageous bids). It looks like your doomsday numbers are almost here. FWIW, I'm tempted by KLIC below 9, ASYT around 13-14, MKSI in the 16s, ATMI at 18, TRKN below 8, and NVLS around 25. That last one is unlikely without a real meltdown but it pays to think ahead! Best rgds, Jonathan

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