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

To: James Calladine who wrote (9626)	4/5/2001 1:34:17 PM
From: WTSherman	Respond to of 10921

<I too like IMSC, but turnaround plays like NMGC force you to question whether this is a true renaissance or a last gasp.< Well, as I said NMGC is "speculative" to say the least. The thing I like about the situation there is that management took a very bold step and killed off a business that was still pretty large, before it really faded away and dragged the whole company down with it. I've seen the later happen so many times that one almost expects management to go on fighting the "last war" until there's nobody left standing. That NMGC faced up to the situation they were in, so early, is very positive in my view. Of course, everything will depend upon their execution and the development of the markets they have targeted. We'll see...