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

To: Return to Sender who wrote (1642)	1/14/2002 7:07:16 PM
From: Crossy	Read Replies (1) \| Respond to of 95611

RtS, thx for your reply and personally I couldn't describe this stock better: great valuation and alonger term keeper but no immediate momentum (too early in the cycle I guess). From your list of tickers in comm ICs I also do own some AGRa. Was brought in by their low PSR ratio and their compound semi capabilities.. Apart from the tickers you listed I would also add MSCC and probably also FCS and ATML to your list of tickers. I feel "comm ic's" are at least matched by their internal capabilities (SiGe at ATML, III-V MAterials in MSCC and FCS case). Another comm related semi niche seem to be clock sources for high frequencies (like SONET clock chips). I found CTS in this area with a very low Price/Sales ratio below 1.. all the best CROSSY