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Strategies & Market Trends : Group Therapy -- Ignore unavailable to you. Want to Upgrade?

To: E. Graphs who wrote (2168)	8/27/2000 11:12:02 PM
From: Duane L. Olson	Read Replies (1) \| Respond to of 4564

E! Thanks for that link to the 300 mm transition article. along those lines, I visited the local library for another view of things... Value Line is continuing the high ranking s on the semi/semi capital equipment stocks. KLIC is on their capital equipment list, along with NVLS, AMAT. I'm in KLIC almost by accident -- I happened to come on line at a time when KLIC was crashing for minimal reason, and I thought I'd pick up a few hundred cheap. Has been good so far... I would think that the instrument stocks, photomask, and laser will all benefit greatly by the 300 mm prospects, so would expect my old favorites to do well: LTXX, TER, DPMI, CYMI -- in fact, better than ever, since the complexity of the product increases the revenues... nice game. tso