KLA-Tencor Corporation (KLAC) Message Board

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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 (1479)	5/16/2000 7:40:00 PM
From: SemiBull	Read Replies (1) of 1779

"As I said, there are other better plays in the sector with that risk factor removed." In hindsight I agree...but selling now would seem like capituation. I guess perhaps once we reach our old highs - assuming we do - I will re-assess for KLAC. I have a much smaller holding in ASYT, and I guess other the story that if memory serves goes something like the CEO buying back the company spun off to him, I am not aware of the same KLAC typ attitude towards it shareholders. What are your ideas for value plays? SVGI? SFAM? COHU? CFMT? Or do you mean sector as in the big bad technology wolf?

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