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

To: Kirk © who wrote (28203)	1/24/2006 9:37:59 PM
From: robert b furman	Read Replies (1) \| Respond to of 95622

Hi Kirk, As Lrcx kicks butt. Small caps reign. Everyone has been steered into big caps and they've been flushed, as the rotation of funds continues to go into well capitalized ,conservatively run compnies that are getting more orders than they know how to satisfy from the big cash rich,slow organic growth big caps,that have been caught with their pants down being conservative and feeding themselves with option candy verses reinvestment. That's a runon but it twists me off and I hope they just go slow and efficient and burn their greedy risk averse a$$es! Bob