*AV*--The following list of stocks are almost a must to have a position in as technology moves on. The hard part is to figure which ones will go up the most. They all represent enabling technology that will be a reality:
AMAT, NVLS, KLAC, PLAB, DPMI, CYMI, TER, KLIC, NANX, ATMI, IPEC, SFAM, CFMT, YILD, ASYT, WFR, ASMLF.
Our job is to be positioned well enough to benefit from these when the time comes (Keyword time).
BTW-will someone put on their biotech hat for me and give me a read on ATIS. This stock is looking attractive but it gives me the willies. Earnings were released today after the market. They report a $0.96 full year loss versus a corresponding $0.61 loss for 1996. Volume traded today is below the average daily volume but no price action. |