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Technology Stocks : Semi Equipment Analysis
SOXX 299.81+2.7%Dec 19 4:00 PM EST
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To: The Ox who wrote (9302)4/6/2003 11:29:42 PM
From: Cary Salsberg  Read Replies (1) of 95616
 
RE: "If you don't see an opportunity here, then pass." and "I believe there is more to this company than cash, inventory and plant assets."

I have never followed this company. I know nothing about its technology or competitive position. I was acting as "devil's advocate" to see if you could provide me with a reason to add it to my prospect list. I would appreciate an attempt on your part to explain your "more to this company" statement. I have found that attempts to convince others about my investment choices sharpen my analysis.
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