American Xtal Technology, Inc. (AXTI) Message Board

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Technology Stocks : American Xtal Technology, Inc. (AXTI)

AXTI 13.17

+1.4%

12:13 PM EST

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To: Will Lyons who wrote (259)	5/1/2003 9:54:49 AM
From: The Ox	Read Replies (1) of 290

Hi Will+John, My trading discipline caused me to pulled the trigger on another 10% this morning. Amazing how fast this one is moving at the moment. (btw. Moved up the buy target to $1) Do you guys have any thoughts on EMKR at this point in time? Fwiw, I think there are plenty of opportunities in the GaAs (and various other combos InGaP, etc...) arena going forward but the timetable has been pushed out a few years for certain applications. The current focus of the compound semi sector on GaN is due to the strong surge in LEDs but I can see a scenario where this segment of the industry is caught over building, since it seems to be the main focus of equipment buyers at this stage. mh

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