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

To: Cary Salsberg who wrote (10417)	7/5/2003 12:39:06 PM
From: Will Lyons	Read Replies (1) \| Respond to of 95541

I have not followed this thread long enough to have seen your list, so am in no position to discuss the differences. To start, however, I believe it is easier to double a small company. Three of my list are in merger mode at the present: GNSS SSFT and ZRAN while ANAD is a likely candidate to be taken over. EMKR is partnered with GE [GELCORE ] ATMI is really a research oriented patent creating supplier of both materials and processes and will prosper from the transition to new processes and materials == amart cards, SDS, copper, etc. I agree that my list may not consist of gorillas, but is more geared to participate in what may be only a mild upturn. It is not a long term buy and hold list, altho hopefully some of them may end up that way.