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

To: Crossy who wrote (2222)	3/9/2002 6:30:34 PM
From: Return to Sender	Read Replies (4) \| Respond to of 95938

On power semiconductor stocks I looked over the few I know of and concluded that they may be late coming to the party but should do well with enough demand. I found IRF, SXYI and PWER as three companies largely within this space. Are there any others I am missing? On ESST I never intended to short that particular stock. At this point the intensity of the rally washed me out of my one short position on Thursday in IDTI (Why did I short this stock anyway?). I am mostly in cash with long semiconductor positions still in CREE and TQNT. I did buy some CC at 19.35 and SPWX at 8.58 outside of the semiconductor space. Baron's wants to punish me on the Circuit City investment but I never cared much for Baron's anyway. finance.yahoo.com SPWX is presently the leader in speech recognition. What can I say except I like this chart: stockcharts.com[h,a]daclyyay[pb50,200!d20,2][vc60][iUb14!Uk14!La12,26,9]&pref=G GGNS looks interesting but I may stick with the leaders like AMAT with the bigger portion of my cash reserves. Anyone like MIPS or POWI? RtS