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

To: Cary Salsberg who wrote (3098)	5/9/2002 7:48:30 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95480

You are splitting hairs Cary. He did say he had a buy recommendation on ACTL and QUIK. He also said he liked the valuation of QUIK and I believe he implied the same about ACTL. I agree with your unwritten sentiment. XLNX and ALTR are better plays in this area. Here are all the PLD's I am aware of at this time: ACTL ALTR LSCC QUIK XLNX finance.yahoo.com If you check the quotes you will see why he likes ACTL and QUIK over the competition. They have lower P/S's. In a backhanded way though he said he liked all the PLD players because the market demand is strong enough. RtS