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Technology Stocks : Ultratech Stepper -- Ignore unavailable to you. Want to Upgrade?

To: cfimx who wrote (1640)	10/26/1997 1:26:00 AM
From: Ian@SI	Respond to of 3696

Offtopic to twister, AMAT is in Cary's list. It is, IMO, more fully priced than any that I listed with the possible exception of CYMI. If you would consider owning CSCO, INTC, MSFT, etc, Then AMAT is the leading semi equipment company based in the USA and should also be considered. At the time I was doing most of my buying, I felt that the Equipment companies were seriously undervalued relative to any other sector. I have nothing against INTC per se. I just keep finding other things I want more. (I'm a sucker for value or growth stocks; and when I can find both in one ticker, look out) :-) Ian.