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Technology Stocks : General Lithography
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To: Andrew Vance who wrote (916)3/16/1998 7:25:00 PM
From: Crossy   of 1305
 
Andrew,
thanx for Your heads-up on ADEX. I really can feel with You. Anyway, better stubborn at times than making unprofitable trades. ADEX has an appeal because it's PSR rating falls so much apart the rest of the industry. When You are doing those kind of plays You are in for half a year at least.

I know they are in testint/yield improvement segment of the industry. I also thought that the delay in movement to 300mm wafers should cost them business in the short run.

In the mid-long term they should thrive, moreover many industry sources seem to maintain that the test/yield segment of capital eqipment should experience healthy growth in light of the rest of the sector, even this quarter with the AFC looming shortterm

Thanks alot for Your inpuit, it's highly appreciated..

regards
CROSSY

BTW: will load up @ 15-16. Can wait but not long <G>
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