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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 157.41-2.2%Oct 31 3:59 PM EST
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To: Elmer Flugum who wrote (10838)5/8/2004 5:40:51 PM
From: Cary Salsberg  Read Replies (1) of 10921
 
I follow ICST, MCRL, and POWI. I guess, I wouldn't call MCRL and POWI peers of ICST. MCRL is an analog company with a broad product set, a younger, much less successful LLTC and MXIM which grew more rapidly that those two prior to the top in 2000. POWI has specialized in power management. I think the intermediate and long term business prospects are more important than PEs.

I follow MCHP, also.
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