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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: WTSherman who wrote (9625)4/5/2001 12:53:27 PM
From: James Calladine  Read Replies (2) | Respond to of 10921
 
STRONG OR SICK COMPANIES?

I too like IMSC, but turnaround plays like NMGC force you
to question whether this is a true renaissance or a last
gasp.

Best wishes,
Jim



To: WTSherman who wrote (9625)4/5/2001 2:04:26 PM
From: geoffrey Wren  Respond to of 10921
 
Cash rich companies:

NANO, trading at 14, cash of 6, been a profitable growing company
COHU, trading at 15, cash of 4, been a profitable growing company, and has solid book value of 9
PSEM, trading at 12, cash of 6, been a profitable growing company

At least your downside is somewhat limited. PSEM makes the most sense to me right now.


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