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To: Joseph Beltran who wrote (11961)2/9/2000 2:38:00 PM
From: The Ox  Respond to of 14427
 
BRKS,
Chart looks solid, earnings good and revenue growth great. The stock has come a very long way but it's in the right industry, IMO. Margins look to be improving. All this is a quick glance analysis so take it fwiw.

Hard to argue against taking some profits but that's your call. Not sure you should cash out completely as the semi cycle may still have room to run. I think I'd hang onto some if I had a nice low cost basis.

I think Steve brought up POWI....


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