Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Jurgis Bekepuris who wrote (11273)	10/12/2000 5:27:40 PM
From: Madharry	Respond to of 78615

Dont say that even in jest. I own asyt at higher levels so consider yourself warned.

To: Jurgis Bekepuris who wrote (11273)	10/12/2000 9:13:52 PM
From: Grommit	Read Replies (1) \| Respond to of 78615

Jurgis -- I just sold BL to get VSH. On the semi equip side am looking at LRCX, PRIA, EGLS. I see you are considering them also. Presently I feel that the semi equip side may drop like some are fearing. But that electronic parts continue to be in tight supply. Caps are especially tight right now. I own KEM and VSH now. AVX just reported. quote.yahoo.com Chairman and Chief Executive Officer, Dick Rosen stated, ``As a result of the continuing strong market environment, many of our products remain in tight supply. AVX's investments to expand production capacity and the industry's favorable pricing environment resulted in record sales and gross margins for this quarter. The net sales for this quarter represents a 15% sequential increase over net sales for the previous quarter ended June 30, 2000.''