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

To: Kirk © who wrote (10805)8/4/2003 12:46:24 PM
From: Cary Salsberg  Read Replies (1) | Respond to of 95487
 
RE: "Caries"

Cary's!

No comment on your investment (trading?) opinion.



To: Kirk © who wrote (10805)8/4/2003 1:30:50 PM
From: Proud_Infidel  Respond to of 95487
 
Hi Kirk,

I think you already know LRCX is one of my favorites, and this cycle may be the first where it outperforms AMAT.....IMO.

LRCX, VSEA, and COHU are 3 of my "off the radar screen" stocks.

BK



To: Kirk © who wrote (10805)8/4/2003 6:11:58 PM
From: Lizzie Tudor  Respond to of 95487
 
Applied is still cutting, true but some of that is the new CEO. You know, they are doing one of those "concentrated into business units" reorgs, and that means a lotof excess people especially management leftover from the horizontal divisions.


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