KLA-Tencor Corporation (KLAC) Message Board

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Technology Stocks : KLA-Tencor Corporation (KLAC)

KLAC 1,194

-1.2%

Nov 7 3:59 PM EST

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To: Math Junkie who wrote (1558)	1/23/2001 8:34:54 PM
From: Jerome	Read Replies (3) of 1779

as long as you stay away from the small caps in this sector. Not totally true. Although investors do like the big cap names, I made the most money by buying the following: 1)LTXX at $2.00 a share ( sold at 25) 2) PHTN at 3 1/2 a share sold at $23 and watched it go to 40 3) IPEC at $1.00 a share till purchased by SFAM 4) PHTN at $4.00 a share and sold at 30. (second transaction) 5)SVGI at $10.00 a share and sold at 28 6) KLIC at 14 and sold at 80 Each of these transactions lasted less than a year (except for KLIC) On the flip side 1)Bought KMAG at 30 and sold at 17 2) a few others too painful to recall On the horizon: FMO (auto parts maker that is not going out of business or recievership at about $4.00 a share. Distressed companies are always worth a few hundred shares. Nothing to bet the house on, but rewarding non the less. Jerome

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