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: Return to Sender who wrote (9203)3/30/2003 4:38:10 PM
From: Cary Salsberg  Read Replies (1) | Respond to of 96005
 
RE: "ASML BRCM HELX IBIS IDTI IFX LSI MOT MU RFMD"

ASML is on my list.

HELX and IDTI have been very reliable cyclical performers.

BRCM and RFMD have great potential if they can continue to execute, but they are not as reliable as the ones above, IMO.

I don't like LSI, MOT, and MU. I don't know IBIS and IFX.