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


To: Return to Sender who wrote (1735)1/24/2002 10:14:47 AM
From: Crossy  Respond to of 95640
 
RtS, re: compound semiconductors

I do like EMKR in compound semis. But I like AXTI even more. They make wafers for compound semis. Valuation similar but AXTI sooner to become profitable again..

best rgrds
cROSSY



To: Return to Sender who wrote (1735)1/24/2002 10:37:46 AM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95640
 
RtS, Good call so far - semi-equips doing well "out of the gate" this morning - although BRKS so far has been close to even.<gg>

Don