Semi Equipment Analysis Message Board

STOCKTALK

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 306.28

-1.0%

Dec 4 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: James R.Gross who wrote (3731)	6/29/2002 11:58:26 AM
From: Cary Salsberg	of 95525

RE: "... who do you like now?" I am a long term investor. For semi-equips that means about a 3 year holding period. I like AMAT, ASML, KLAC, and NVLS. I have been "accumulating" since last spring. I have specific buy levels which have been in effect since last spring and I sell ~6 month, out of the money covered calls when prices are high. I don't see any major move up until the end of the year, at least. I see an unusually slow and unusually long up cycle for semi-equips because the long term secular growth in chip unit volumes and revenues was broken by the bursting of the dot com bubble.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next