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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Donald Wennerstrom who wrote (318)	2/9/2001 9:56:44 PM
From: Thomas DeGagne	Read Replies (1) \| Respond to of 95617

I too noticed CYMI had dropped dramaticly in the market and in your table (thanks for that). I was already considering increasing my investment in them, though I'm glad that you mentioned them specifically. I like ASYT, MTSN, and LRCX at this point. I believe the % upside is much higher at this point. Are there any stocks on the table that you believe are very unlikely to drop more than 25%? Given the vollitile state of the market, I'm looking to avoid short term downside and maximize long term gain.