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

To: Cary Salsberg who wrote (2443)	3/27/2002 1:12:47 PM
From: BWAC	Read Replies (1) \| Respond to of 95963

Where would you fit LSI, CY, and ATML in?

To: Cary Salsberg who wrote (2443)	3/27/2002 1:30:54 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95963

Great post Cary. Couple of questions for you. First I am thinking about buying back into ALTR again. Do you think it is going much lower than where it is trading now at 21.50? Anything else on your lists that you feel are relatively fair valued? I sold my 2000 shares of ESST this morning at 22.10 and then got back in lower at 21.40. One other thought that might change the timing on the cycle expectations is if we get a killer application like high speed wireless or any kind of high speed internet out of the box from any location. RtS