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To: The Ox who wrote (1368)1/7/2013 11:56:48 AM
From: The Ox  Read Replies (6) | Respond to of 8239
 
More semi equips and semi related

ACLS


AIXG


AMBA


ASMI


CVV


CYBE


ENTG


ESIO


IMI


IMOS


MKSI


NANO


NVMI


RTEC


SNPS



To: The Ox who wrote (1368)3/25/2013 12:06:47 PM
From: The Ox  Respond to of 8239
 
Short term, Don's group of semis has been relatively weak. Medium term, coming off the bottom they were strong. Certainly, if the economic environment starts to accelerate, investment in new SCE will be required.

BTB has been improving the last couple of months, another good sign for the longer term.



To: The Ox who wrote (1368)3/12/2014 1:54:22 PM
From: richardred  Read Replies (2) | Respond to of 8239
 
BRKS quietly making a 52 week high today.