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Technology Stocks : KLA-Tencor Corporation (KLAC)
KLAC 1,194-1.1%Nov 7 9:30 AM EST
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To: Ian@SI who wrote (1477)5/16/2000 12:06:00 AM
From: SemiBull  Read Replies (1) of 1779
 
Ian,

Interesting approach. I suppose it is worth mimicking to some degree....I guess I still see KLAC and ASYT as value plays. This is more likely driven by our position in the cycle rather than their fundamentals. Having said that, I never found any logic to KLAC's position on CC. I too have been in this sector very early, but see the cycle price peak for the larger cap players sometime this Fall (as a result of the recent correction...perhaps early next year). Hmm...only time will tell.

Just one man's spin....SemiBull
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