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

To: robert b furman who wrote (1617)	1/13/2002 10:33:50 AM
From: JSLyons	Read Replies (2) \| Respond to of 95597

Good idea, Bob. I'd like to throw out a few names, in addition to your GNSS: TGAL ASYS TRKN I have modest positions in each but am eager to learn more. While many, respected posters prefer the big names for the quality of their earnings, I contend one can do better finding niche players and other 'survivors' as their earnings go from dismal, or non-existent, to even marginally profitable. Share prices move up sharply during such a transition. Best rgds, Jonathan