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

To: Gottfried who wrote (2701)	4/11/2002 11:17:13 AM
From: robert b furman	Respond to of 95525

Hi G, All of the telecoms are getting truly killed. I'm not even tempted because unlike the semi's they so loaded with debt. I'm playing the component makers who do have semi like balance sheets: JDSU,SLR and I've also added to Oracle another beaten up sector that has great margins and companies with out debt. This is setting up for a great turnaround. I'm also buying some Intel - their 300mm fabs are on production and about to increase margins albeit in a tuff market.I still say highend P IV is doing great (low inventories and growing margins.Good business in a tough climate. Bob