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.
Politics : Formerly About Applied Materials
AMAT 341.36+1.3%Jan 29 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Cary Salsberg who wrote (45675)4/20/2001 10:02:56 PM
From: scott_jiminez   of 70976
 
The 'current environment' has existed since last fall. During this period investors have consistently considered buying various equipment companies based, at least partially, on the internal leadership and guidance of individual companies.

Performance of selected equipment companies since 9/28/00:

LRCX +35.0%
KLIC +21.1%
KLAC +15.0%
NVLS +7.0%
TER -2.5%
AMAT -11.1%
ASML -20.1%
AMKR -24.9%

[Klic was 4th among this group today, 'balance sheet' notwithstanding]

Group +2.4%


As accurately noted by Ian, Scott K has transformed his company. KNS' long effort to diversify their revenue base is slowly becoming manifest. The goal of becoming the 'Amat of the backend' is taking shape. In short, many investors HAVE considered buying Klic in the current environment...and have indeed acted after such consideration.

Furthermore, if there is any investment in the entire pantheon of equipment companies where expressing expectations of performance - or blithely dispensing buy or sell suggestions - is wholly imprudent, it is Klic. Just as last summer's implosion was a complete shock, we are likely in a mirror image environment right now.

That is, no one will be able to explain why the stock continues to rise...until it makes perfect sense, in September - December, as the tide in equipment spending finally turns.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News