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

To: Cary Salsberg who wrote (9207)	3/30/2003 9:14:10 PM
From: Return to Sender	Respond to of 96009

Of these stocks; ASML BRCM HELX IBIS IDTI IFX LSI MOT MU RFMD the charts of IDTI and MOT look as close to a bottom as any. I will defer to your knowledge of ASML. BRCM scares me for two reasons. First high level executives keep leaving. Second I don't ever recall the company being a profitable entity despite its market share advantages. HELX I don't know well at all but they are burning cash too fast for my liking. IBIS is really in trouble if they don't slow down their cash burn so I would not waste my time looking at it. IDTI is selling below book. They have diversified into communications which has allowed them to weather this industry downturn better than they would have as a SRAM company alone. IFX is a broadline European semiconductor company. I believe their stock price was adversely effected by a recent lawsuit decision favoring RMBS. Not one of my favorites. LSI we have discussed before and so far I'm not excited by the company either. They should do well if the SOX does. MOT looks like a decent bet to me. MU looks like hell but the wildcard is the tariffs that I believe will be enforced on Hynix soon. This will firm up memory chip prices. RFMD is a decent bet too in that they are the leading supplier with more market share than ANAD or TQNT in the markets they sell to which should eventually turn hot again. JMHO, RtS