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Technology Stocks : CFM Technologies Inc. (CFMT) -- Ignore unavailable to you. Want to Upgrade?


To: Pink Minion who wrote (605)12/15/1999 3:32:00 AM
From: ELH1006  Read Replies (1) | Respond to of 721
 
Take a look at GSLI. Currently at 10.4375 and starting to firm up. Some think it could go to 25 in the next year.



To: Pink Minion who wrote (605)12/15/1999 6:05:00 AM
From: SemiBull  Read Replies (1) | Respond to of 721
 
ex-Dilbert,

Re: "Anybody have some quick DD on their competitors and how they are rebounding?. SMTL is rebounding, how about FSII?"

I own a little FSII and a much more SMTL (for their Cu tools). Both are in the same "humdrum" as CFMT, but with substantially less cash. As a long term investor in SMTL this concerns me, but I am confident they will survive (and thrive I hope) in the upcoming not too soon the cycle. Between the the two I believe from a 3 month perspective, the lack of cash puts SMTL a little cheaper than FSII.

What are you looking in a cheap semi-equip that hasn't run? Highest reward and therefore highest risk, or moderate reward for moderate risk? Whole host of candidates depending on whether you what a good doubles hitter who wont likely strike out, as opposed to a home run, out of the ball park hitter, who strikes out a lot.

SemiBull



To: Pink Minion who wrote (605)12/22/1999 7:04:00 PM
From: Stu Bishop  Respond to of 721
 
Hi ex-Dilbert,

I recently picked up shares of Applied Science and Technology (ASTX) in the $20s, and I have a price target of $51 in 2000.

Best of luck.

SPB