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

To: w0z who wrote (6540)	10/29/2002 10:18:22 PM
From: Mark Adams	Respond to of 95530

I started listening to the conference call, but got distracted. BTW, re TQNT; Message 18164689 I think what held me back on SWKS was the balance sheet. It didn't seem to have the same financial strength as the others. But I haven't worked hard enough to really give them a fair shake. My rather poor memory seems to think they have a greater exposure to Asia (a good thing, IMO) and satellite? I really need to re-read to refresh, as I have no idea what I'm talking about when it comes to SWKS. Thanks for the Samsung comment on sell through.