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To: Laszlo who wrote (15712)2/12/2000 1:08:00 PM
From: Dale BakerRespond to of 118717
 
Now that is terrific DD, Laszlo. Guess I should nag people here more often if information like that is hiding just under the surface.

I will probably start a position in SEMX on Monday based on your outline. Semis are something of a mystery to me so I welcome input from an industry insider.

Please stick around and post whenever the spirit moves you.

All the best.



To: Laszlo who wrote (15712)2/13/2000 4:19:00 AM
From: Dale BakerRespond to of 118717
 
Since you know this biz, what do you think about MKSI? I like the 1.60 projected earnings so I am holding from 36.