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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Math Junkie who wrote (7957)	7/3/1999 10:19:00 AM
From: semi2000	Respond to of 10921

Right, I should have used <g> as well. I would like to know what are considered good buy's at this point: EGLS, UTEK, SVGI, ESIO, COHU, MLIN, CRUS and any other. I cannot stop kicking my self for ignoring other plays such as UTR, BBRC, LLTC, MXIM, QLGC, BRCM, CREE which have had tremendous runup. I hold ATML, NVLS, AMAT, INTC, FSII (dog), SMTL, KMET, ADEX, SFAM and not at all happy with most of them. I have traded KLAC. Very likely I will do a major reorg and liquidate all and start with a fresh view. Any suggestions?