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Technology Stocks : Semi Equipment-Sell when they're singing in the streets -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (211)	6/21/2000 7:02:00 PM
From: Demosthenes	Respond to of 276

Gottfried, Nicely done. D

To: Gottfried who wrote (211)	6/26/2000 10:45:00 AM
From: Kirk ©	Respond to of 276

Interesting interview with Steve Kirson, co-manager of the tech-heavy $10 billion Putnam OTC & Emerging Company fund. After posting a 127% return in 1999, his fund has dropped 33.7% over the last three months, even though it's up 35% in the last 30 days. thestreet.com Exerpts: We cannot afford to be out of the market when the gun goes off because, as you saw last year, a lot of the big gains happened within a very short period of time. Q: What are some sectors that you are staying away from? A: Elsewhere, I know that semiconductor equipment is a very a hot area right now, but I also think that that stuff all moves together. There's not a lot of differentiation among them. I just think people are too optimistic. Now, I don't see any reason why in the near future those things are going to come down, but I just feel they're overheated. They're all going up together and they're all going to come down together. Does this guy look at PEG? Kirk out

To: Gottfried who wrote (211)	7/17/2000 12:56:07 PM
From: tuck	Read Replies (2) \| Respond to of 276

Gottfried or anyone, Well respected analyst Susan Bilat (ex marketing exec for Ultratech Stepper with an excellent analytical record so far) has identified the process of making lenses for lithographic machines as a major bottleneck in the cycle, that it cannot be hurried. Lead times are 9 to 12 months for those components. Do you guys know of any company that is working to unplug this bottleneck? For an example of what happens when a company makes significant progress in unplugging a bottleneck, check out Aurora BioSciences (ABSC). This outfit is making a signifcant contribution in clearing the drug candidate screening bottleneck, one of the biggest in the drug discovery process, and is benefitting shareholders in spectacular fashion. Not suggesting y'all run out and buy at its current prices, however. Just looking for a parallel story in the semicon equipment industry. Many Thanks, Tuck