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To: The Ox who wrote (13903)9/15/2000 10:33:41 AM
From: mph  Respond to of 14427
 
Hi again.

Well, I play MRVC regularly. It has an IPO spin-off
targeted for the end of October. It's very volatile,
but a good trading stock if you can catch the rhythm.

There's a good MRVC thread at SI.

The Piffers have ENTU and ADI as their picks as of the first of September.



To: The Ox who wrote (13903)9/15/2000 3:35:41 PM
From: drsvelte  Read Replies (1) | Respond to of 14427
 
TWAV...second BUY init/reit recently.

Therma-Wave (TWAV) 30 3/16 +1/4: FS Van Kasper initiates coverage with a BUY rating and price target of $45; believes semiconductor industry is in extended period of capacity and technology expansion; thinks metrology is area that should see increased investment due to semiconductor manufactures looking for process improvements to increase yields.


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