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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Jane4IceCream who wrote (31910)	8/13/2000 2:56:27 PM
From: DlphcOracl	Read Replies (2) \| Respond to of 57584

Freeway Ramp: Regarding KLIC and KLAC I do not follow KLAC and cannot comment specifically on it. However, my preference for a mid-cap chipmaker is NVLS. Briefing.com highlighted NVLS after it reported earnings on 7/13. Their earnings report was excellent, beating the Street, with positive forward guidance from management. ML rated it "Buy" and 5 other analysts rated it "Strong Buy" after their report. They are well position for the transition to copper dual damascene, 300 mm wafers and 0.10 micron node geometries, have 1 billion in cash and no LT debt. I would avoid KLIC, which got hammered because several important orders were "pushed back". There are simply too many beaten-down chip stocks that reported GREAT earnings to pick from -- why pick one that missed earnings? Aside from the chip stocks I've bought and listed in my posts, ISIL, TXCC and TQNT are also great buys aat these levels. With ISIL, its lockup is expiring on Monday 8/14. I plan to wait and see what happens during the week before I consider buying.