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Technology Stocks : Semi Equipment Analysis
SOXX 314.52-0.6%Dec 11 4:00 PM EST

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To: The Ox who wrote (50127)11/18/2010 12:12:06 PM
From: robert b furman1 Recommendation  Read Replies (1) of 95572
 
LTX and Credence,
Cohu and Rasco is beginning to yield record backlogs.
KLA and Tencor were two mid tiers with similar front end equipment processes.
Rtec and August

Aixtron merger was considered a take down but has really been super for the stock price.

It was one of the first after the collapse so it has had time to be digested.

Bob
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