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

To: LemonHead who wrote (1582)	1/9/2002 7:48:18 PM
From: JSLyons	Read Replies (4) \| Respond to of 95611

Thanks, Keith. I've watched you dip your toe in the HAL waters, but I prefer to stay in the 'calm environs' of the semi-equips. This thread is among the best. Speaking of which, I'd be interested in the thread's views on small-cap vs industry leaders. I've noticed in times of reversals, particularly recoveries, the big names generally move faster. Thus, I would have expected AMAT, TER and NVLS to pace the upturn this time around. However, I've done far better with the 2nd tier, led by KLIC, MKSI, ATMI, ASYT and even little TRKN -- all up sharply since Sept lows. All bests, Jonathan

To: LemonHead who wrote (1582)	1/10/2002 12:35:13 PM
From: Return to Sender	Read Replies (2) \| Respond to of 95611

RFMD certainly needs to get back on my list of stocks suitable for swing trading. Up 13% today at 19.27 now after these notes appeared from Briefing.com: 8:59AM RF Micro Device (RFMD) 17.02: Hearing from sources that SoundView reiterates its STRONG BUY; says worries about an inventory overhang are overblown and checks of module subcontractors and GAAS wafer suppliers do not find any major changes. SoundView also defends broader wireless equipment group after recent declines, says checks with Cingular, Verizon, and AT&T Wireless reveal handset inventories at seasonally normalized levels; prefers NOK and ERICY to names with heavy CDMA exposure such as QCOM and MOT. Up despite the down market led by the SOX. Hopefully this will prove to be industry wide and TQNT too will benefit when RFMD reports earnings on I believe Jan. 15. There goes the SOX and AMAT falling to new daily lows! finance.yahoo.com^SOXX&d=t RtS