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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: SteveC who wrote (103254)	4/10/2000 1:13:00 AM
From: tejek	Respond to of 1574744

Whoa...less than a hundred to go....eyes are red and my mouse hand is frozen into the shape of a claw....no water yet!

To: SteveC who wrote (103254)	4/10/2000 5:19:00 PM
From: brushwud	Respond to of 1574744

...do you see any sound investments among the semiconductor equipment companies? If you check my profile, you'll see NVLS, and I also have LRCX & GSNX. LRCX has been terrific since they got new management a couple of years ago. GSNX doesn't seem to be of the same quality as those two, but may be an acquisition play someday. Of course there's always AMAT, but I have a weakness for underdogs (and they're the top dog). And there are quite a number of others. I love that sector, which is really cyclic. I'm hoping we're only halfway through the next up phase.