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Technology Stocks : PHTN--Photon Dynamics, anyone follow this company
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To: nasdaqian who wrote (754)3/29/1999 11:08:00 PM
From: Jerome  Read Replies (1) of 930
 
Bruce Shand, all of these stocks are in the semiconductor capital equipment area. They are not true competitors to each other, but have decidedly different prospects going foreward, based on the strength of their order books. I own most of them in different amounts, and I'm shifting funds to those that the best near term outlook. I believe that those with the best BTB as stated the last quarterly report will have the best chance of surprising to the upside when this quarters reports are in. Not very scientific, but better than reading charts, and listening to the anlysts. PHTN, LTXX, ETEC, and COHU are my choices for exceeding expectations this quarter. Time will tell.Regards,

Jerome
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