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Technology Stocks : SWKS - Skyworks Solutions, Inc (was AHAA) -- Ignore unavailable to you. Want to Upgrade?

To: w0z who wrote (1129)	3/21/2001 12:19:48 PM
From: All Mtn Ski	Read Replies (2) \| Respond to of 1698

Bill, Take my opinion for what it's worth: 2 cents! Anyway, ASYT looks slightly better on the fundamental ratios, meaning its been beaten down more, ASYT looks to have higher profit margins and better ROE and ROA numbers. BRKS has more cash and a smaller float, the latter leading to more volatility, if you are a trader this might be attractive. I think its a tough call, the companies are very similar, and I don't like to put all my eggs in one basket, so if you already have a large position in ASYT, unless you are averaging down, you may want to hold your BRKS or diversify into another front-end equip company like LRCX or NVLS. Better yet, take profits and move to a money market until summer, unless Marc is right and today is capitulation. <g> Good luck. Tom