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Technology Stocks : Semi Equipment Analysis

SOXX 351.43

-0.4%

4:00 PM EST

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To: semi2000 who wrote (95)	11/2/2000 8:36:04 PM
From: scott_jiminez	Read Replies (1) of 95916

Fine, semi2000. But don't knock analysts who assert their own opinions above striking factual evidence staring them in the face. Klic is NOT having any order problems...in fact their new Singapore plant came on line sooner than expected and is operating, as expected, on substantially higher margins than Willow Grove. Your links do not provide any evidence of order issues with Klic and, since Shinkawa is a competitor, it's not exactly the best source for this sort of information anyway (duh!). No, just like August, all of the other SEM shareholders are going to go through this denial ritual that has at its base that this is a Klic-specific event. And, as you must know deep down, or as you should have learned from August, that this Klic-specific thesis is hogwash. The only silver-lining may be - and this has some basis in fact - that the market has punished these stocks so severely already that this news will be viewed a confirmatory rather than surprising.

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