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

To: Return to Sender who wrote (1916)	2/11/2002 8:29:02 PM
From: Crossy	Respond to of 96005

RtS, on ANAD, well it's hard to be really that stingy to pick it up on $10. It may probably go there. $11 level is pretty good to enter. I expect some "basing" to occur and I wouldn't be a buyer until that happened.. Funnily, I picked up more of a stock of mine that was really clobbered by accounting angst: ETS (Enterasys) the #2 enterprise networker. As soon as they announce the results fro mtheir internal special audit on their asian operation they will be able to quantify the required restatements which they announced last week.. No debt at ETS so it'S only a credibility, not a risk issue at hand here.. watch it - could become a great play in the networking sector as soon as the cloud gets lifted.. rgrds CROSSY