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Politics : High Tolerance Plasticity
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To: Gottfried who wrote (302)2/25/2001 6:19:02 PM
From: cnyndwllr  Read Replies (1) of 23153
 
Gottfried, on semiconductor equip co's, another factor in their favor is that they are very experienced at surviving strong cycles. The good ones know how to amass cash, hunker down, turtle up and survive with plenty of capital, ongoing tech advances and the ability to hit the ground running when the cycle turns up. Most of them are well positioned to do that now. In addition amat survived with much less stock value depreciation than many other quality semi-eqip co's during the last downturn. That said, I think it's still too early for the long-hold investment in the sector, even in amat. Ed
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