SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi Equipment Analysis
SOXX 302.84+2.0%Dec 2 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Sam Citron who wrote (2705)4/11/2002 7:14:14 PM
From: Cary Salsberg   of 95515
 
Sam,

1. I regard ALTR, XLNX, LLTC, MXIM as safe and as high quality as AMAT, ASML, KLAC, and NVLS.

2. I posted buy ranges for all of these in JAN/FEB 2001 and I have stuck to a disciplined buy program within these ranges and I have posted all my trades including covered calls.

3. None of these 8 have "escaped the pain", if, by pain, you mean significantly lower revenues.

4. All 8 have reported that their orders/revenues have bottomed and are improving modestly.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News