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

To: Cary Salsberg who wrote (6682)11/4/2002 7:54:23 AM
From: robert b furman  Read Replies (1) | Respond to of 95530
 
HI Cary,

I like Curts effort into the internet - but I'm not sure his cash burn gives him staying power.They've already all but packed up and moved to the East.

I do think the concept is where the industry will be however.

Trying to find small companies that can benefit substantially from a smaller overall dollar amount in investment.

Key to this discovery will be a small niche whose time has come.

Bob


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