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

To: Crossy who wrote (2221)	3/10/2002 7:05:45 AM
From: JSLyons	Read Replies (1) \| Respond to of 95936

Hello Crossy, RtS, GGNS is definitely worth a look. If possible, try to replay the recent CC for a very solid outline of where they think they are going. Their ALD line looks set for volume production and they've lined up their entire company structure to take advantage of the upturn, with defensive measures as well to allow them to wait out delays or false starts. I took a position several weeks ago, then doubled up after hearing the CC. Note to RtS: yes, smaller players like GGNS always more risk than the AMAT gorillas but there are some excellent opportunities in quality niche players with cutting-edge technology -- if they get it right. Check out TRKN, although it's run away lately, almost a double from my recent entry point. And, perhaps, ASYS. They all appear on similar trajectories right now. I know many on this thread, and the Blood in the Streets gang, look down their noses at these smaller companies as too risky or uncertain. And that's cool with me. But there are some excellent tech companies out there for those prepared to dig. And some of the second-tier firms are on fire, especially my personal favorite KLIC -- the canary in the semi-equip coal mine. Good luck, Jonathan