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

To: Return to Sender who wrote (1905)	2/11/2002 4:00:36 PM
From: The Ox	Read Replies (2) \| Respond to of 95958

I think VECO should be weak for a while. Their report was lousy and it will take time for the bad news to be digested, IMO. I think your ideas of TQNT and CREE are solid for trading positions. I would look at other companies that have been taking a beating, like AXTI, KOPN and a few others. I wouldn't bet the farm but I suspect that these will be good for short term bounces. I wouldn't go long term buying on this group until their trends show a substantial change for the better. Most of these stocks are over sold and have poor short term fundamentals, but their 2003 outlooks are not being taken into consideration at this point in time.