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Technology Stocks : Semi Equipment Analysis
SOXX 351.43-0.4%Feb 10 4:00 PM EST

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To: James Calladine who started this subject11/2/2000 7:46:03 PM
From: scott_jiminez  Read Replies (2) of 95916
 
Well, Donald...iceberg just punctured the hull....

Klic warns AGAIN biz.yahoo.com

Last time this happened (early August) stockholders in of all the other SEMs were screaming it was Klic-specific. As it turned out the only specificity was that Klic was the Canary.

If shareholders of AMAT, KLAC, TER, etc feel compelled to deceive themselves again that this is Klic-specific and not a powerful demand-side indicator, so be it.

Just shows that absurd, self-delusional behavior is more the province of individual investors than analysts.
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