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Technology Stocks : Agilent Technologies (A) -- Ignore unavailable to you. Want to Upgrade?

To: richardred who wrote (513)	11/20/2003 8:19:30 AM
From: robert b furman	Read Replies (1) \| Respond to of 620

Looks to me that this cyclical growth company will outperform HP as the economy continues to recover. A has always been my favorite.It will have larger cycles and price swings.Their business has huge margins during the good times.It looks to me like they'll lead the charge along with Amat and Klac.I look for their leadership to concentrate in the backend or "Testing",unlike Amat and Klac lead in the front end. I particularly like their BtoB progress.I'm thinking A will break into memory testing which has been a strong hold previously held by Advantest.This market share gain could be huge for all American SCE's in general For years I've been hopeful A would get in a bidding war with Amat over Cohu - a comparable quality leader in a small niche (testhandlers) that goes hand in hand with A's testers. Looking good and getting better. Bob siliconinvestor.com