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Technology Stocks : Semi Equipment Analysis

SOXX 316.33

+1.3%

Dec 10 4:00 PM EST

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To: Kirk © who wrote (2414)	3/25/2002 6:09:21 PM
From: scott_jiminez	of 95561

<<why should I give a damn about doing DD on a company I have no interest in owning?>> <<X-LAM? Must be a big deal as I have no idea what it is.>> See, those two go together. I won't tell you what X-LAM is because you don't give a rat's ass. I will tell you that it is likely to be the biggest revenue producer at KnS in the upcoming years. That's IN ADDITION TO bonders, testing, Flip Chip etc. You do the math regarding what their fair valuation should be. Or don't. UTEK's process does not bump to a higher tolerance than KnS Flip Chip. And Flip Chip is NOT simply tightly spaced bonds! Great. You defend something you already own and trash the competition. I defend something I already own and trash the competition. Regardless of facts. It's called being a shareholder. Duh. What else is new. Oh, BTW, Cary and yourself probably agreed that y'all 'certainly would not' own CYMI in January. And please keep dissing KLIC: it was the 3rd best performer out of Donald's ~35 equipment stocks last year. You guys are EXCELLENT contrary indicators! I'll continue to enjoy owning the stock…and avoid owning UTEK.

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