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

To: michael97123 who wrote (5681)	9/28/2002 1:08:15 PM
From: Cary Salsberg	Read Replies (2) \| Respond to of 95546

RE: "Why is this group the best..." 1. 15 to 25 year track records of success and leadership in their markets; 2. 15 to 25 year track records of sound financial management; 3. They are in areas of fundamental technology which support applications across the whole of technology and the economy; 4. They are in markets that have traditionally grown and are expected to grow 20 - 25%, far more rapidly than most; 5. They have sustainable competitive advantages and significant barriers to entry. 6. I believe their management is in the tradition of Hewlett and Packard. Honest, hardworking, concerned with the welfare of employees, customers, community, and shareholders.