Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 235.24

+4.5%

Nov 19 3:59 PM EST

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To: t2 who wrote (39105)	11/3/2000 8:04:53 AM
From: scott_jiminez	Read Replies (1) of 70976

Among the semi equipment stocks.... I started tracking a portfolio of 8 semi equipment stocks 5 weeks ago. This is their performance through yesterday: 1. KLIC +6.3% 2. AMKR -1.4% 3. LRCX -13.1% 4. TER -14.5% 5. ASML -17.2% 6. AMAT -17.9% 7. NVLS -18.5% 8. KLAC -26.1% Your entire post is tunnel-visioned. To repeat for the umpteenth time, Klic was the 'canary' in August...and there's a HUGE likelihood that it is playing the role again this time. The vast majority of semi stocks are anticipating somewhat slower growth and, whether the company has a press release stating such or not, the fact is the ENTIRE SECTOR is witnessing '2 bad reports back to back' Klic is no more the laggard than the sector is a laggard as a whole. And the only odd exception in the sector now is those one or two stocks (out of 40+) that have NOT dropped 60%+. AMAT has been as much of a loser among this group as any other. Try as you might to marginalize the signal being sent by Klic, you're showing you simply can't learn from VERY recent events.

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