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

To: Cary Salsberg who wrote (3775)	7/1/2002 9:27:37 PM
From: Donald Wennerstrom	Respond to of 95598

Cary, going from memory, I think the 4 stocks you have been buying now include AMAT, ASML, KLAC and NVLS. From what I have observed over the past year or two, these stocks look quite strong with respect to tech stocks in general. They seem to be doing everything right and I would certainly agree that they should do well in the future. I have owned ASYT, CMOS and LRCX in the past, but not right now. I had varying degrees of success and failure when owning them. Two of the 19 stocks you list, ESIO and VSEA, are not on my list I have followed. I know the others you have listed have done well, for the most part, at various times in the past and present. I still like the top 4 you listed the best, however. Perhaps my biggest reason for liking them is their perceived strength for the long haul and therefore their safety. Don