SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: StanX Long who wrote (9116)3/23/2003 9:19:35 AM
From: Cary Salsberg  Respond to of 95616
 
RE: "Still, some analysts see buying opportunities even now among a few niche chip-equipment makers, including KLA-Tencor of San Jose, Calif., and ASML Holding of the Netherlands."

My ranking of my 4 semi-equip favorites is:

1. AMAT
2. KLAC
3. NVLS
4. ASML

My ranking of my 8 is:

1. AMAT
2. XLNX
3. LLTC
4. MXIM
5. KLAC
6. NVLS
7. ALTR
8. ASML

Current dollar value ranking in my portfolio:

1. LLTC
2. ALTR
3. XLNX
4. NVLS
5. AMAT
6. ASML
7. KLAC
8. MXIM