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Gold/Mining/Energy : Strictly: Drilling and oil-field services -- Ignore unavailable to you. Want to Upgrade?

To: jim_p who wrote (85473)	1/27/2001 10:47:13 AM
From: herenow_2	Read Replies (3) \| Respond to of 95453

OT Throwing around small unknown techs. Take a look at STEC. DRAM and Flash. CEO says will meet Dec. numbers which call for 12 - 14 cents. Expect will speak of softening like all other techs now. Speculative one or two year play. ML or Lehman, forget which, have $ 15 target. Check cnet.com for summary of forecasts. My favorites are the semi equip companies which like oil are very cyclical but well worth the time to study. I've been playing for 4 years and works like a charm for those with time and guts to hold on. Waiting for AMAT under 35; holding ASYST at 17 waiting to add more between 12 - 15. I love FCS here and think has found a bottom but if moves to 13-14 again like DEc. I will buy a boat load.