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Technology Stocks : Semi Equipment Analysis

SOXX 312.76

+1.1%

Dec 8 4:00 PM EST

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To: scott_jiminez who wrote (3727)	6/29/2002 9:35:59 AM
From: Gottfried	of 95536

Scott, analyst consensus for the next year's earnings for SFAM is a negative 75 cents. biz.yahoo.com The money manager quoted by Business Week expects a +dollar. That's quite a difference. Of course the mm speaks his position. I don't know how to resolve that discrepancy. As for Cary's picks and pans: Cary is very conservative [for a tech investor] and prefers companies with fundamentals contributing to safety. I suppose during the ascend into the Nas bubble in 1999-2000 one could have ridiculed any number of more prudent investors by pointing to the superior gains from dotcom stocks. [SFAM is NOT a dotcom, of course]. Besides, you have the benefit of hindsight. I remember you used to point out KLIC's superior performance. Not lately, though. Friday KLIC outperformed AMAT - not that it matters. Here's the ratio KLIC/AMAT stockcharts.com[w,a]dhclyiay[dc][pb50!b200!d20,2!f][vc60][iUb14!Uk7!Ul14!Ud20!Lc20!Lp14,3,3!Lf!Lah12,26,9]&pref=G I hold both. Gottfried

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