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

To: Cary Salsberg who wrote (9238)	4/2/2003 1:04:29 PM
From: Kirk ©	Read Replies (2) \| Respond to of 95640

CREE just got a nice order of LEDs I read. They are competitors to Agilent (part owner of Lumileds) which I own already and that should cover this market segment. I don't want to gamble. I am very bullish on the future of semiconductor based technology and I am very confident that I have picked 8 that are much more reliable than most and will exceed the percentage gains of most. I think you are right and your 8 will do great. They do have a hefty premium built in as few doubt you are wrong. UTEK actually did have some bubble participation, but at the tail end when we thought the orders from telecom were not bogus and there would be many chips to flip. It went to $38 on expected profits just from bump steppers. Now they have IP in LTP. Their experience with new IP has been less than retched but I think the addition of Bruce Wright to the team might be what they needed. Time will tell. I didn't realize it was on your original 8. For me, I bought 3 stocks as sort of a shotgun blast to cover Best (AMAT), leader in a sector with high hopes to get bigger(LRCX for etch) and a small, long shot with interesting IP (UTEK). I later added some SFAM with some LRCX profits and even bought more at $3 and unloaded with NVLS bought them. By already owning AMAT and LRCX, I didn't see a need to own NVLS. Different strategy than yours, but it seems to work for me as long as I buy and sell some on the swings. K