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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: jim_p who wrote (12298)	2/7/2002 9:07:15 AM
From: Sweet Ol	Read Replies (2) \| Respond to of 23153

Jim_P, I like CREE as a long term play in solid state lighting. When they can build a lightbulb that lasts a lifetime and uses 5% of the energy a huge market opens up. They are not there yet and the stock is overpriced because a lot of other people have faith in their story. I will buy in at lower levels unless something changes in the stix. KLIC has transformed itself into the AMAT of the backend. They should really benefit when the semis start to expand. CYMI is another great story in semi-equips. They had a big runup recently on blowout earnings. I expect them to come back into buying range in the next couple of months. BWDIK. Best to all, JRH