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Technology Stocks : Semi Equipment Analysis
SOXX 309.40+1.0%Dec 5 4:00 PM EST
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To: Donald Wennerstrom who wrote (1525)1/3/2002 12:49:15 PM
From: Cary Salsberg   of 95530
 
RE: "IMO it is under valued with respect to KLAC and NVLS."

I own AMAT, KLAC, and NVLS, and they are the 3 semi-equips I have been buying and selling in 2001. I have short term reduce exposure (sell, sell covered calls) targets at 55 for AMAT and NVLS and 65 for KLAC.

I would appreciate a quantification of your above valuation statement.

TIA
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