Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 309.36

+2.2%

4:00 PM EST

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To: Donald Wennerstrom who wrote (10500)	7/8/2003 12:42:33 PM
From: Kirk ©	Read Replies (1) of 95520

Thanks for the heads up on ASYT. I have not bought factory automation companies as I don't see that as much more than a service unless they have key patents that EVERYONE needs to automate. They compete with BRKS: finance.yahoo.com and finance.yahoo.com and finance.yahoo.com I kick myself for not buying a small position in AMKR that I watched all the way down and is now up 1000%. I was worried they would go out of business due to debt before a recovery... so I invested elsewhere late last year for some super-Beta for "only" a 500% gain (CACS). I like Cary's idea of investing in quality for the majority of your money, but I also like to look for super-beta stocks for small investments. Kirk

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