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


To: Crossy who wrote (1643)1/14/2002 8:30:34 PM
From: Return to Sender  Read Replies (1) | Respond to of 95611
 
Good stuff Crossy.

I really do not have the background to truly understand the world of semiconductors as well as you, or the other posters, on this thread. I'm making lists so I can better follow the whole evolution of a semiconductor cycle.

I do know it is better to trade stocks capable of creating mass appeal. I hope that when this cycle takes off and the average investor is buying stocks like we are discussing at more than twice today's prices that I will be well positioned to profit.

It's really pretty amazing to me how many markets so many of these companies are involved in and yet for the most part certain stocks seem to pigeon holed as only significantly involved in limited market space.

FCS seems to be into everything. A well diversified company that I wish I had bought a few months ago. MSCC is one I had my eye on too. It is nearing interesting buy levels. Perhaps around 22 1/2?

ATML I have traded successfully a couple of times. Like the stock but it's not one that trades like a leader.

Thanks, RtS