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Technology Stocks : KLA-Tencor Corporation (KLAC)
KLAC 1,194-1.2%3:59 PM EST

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To: Jerome who wrote (1559)1/24/2001 3:51:56 PM
From: Math Junkie  Read Replies (1) of 1779
 
It is always possible to make money in small cap semi equips through superior timing. But your chances of picking a disaster like KMAG are much greater than with the large caps. Of the members of the sector with market cap over two billion dollars, only one has underperformed the S&P 500 over the past five years. Data for IPEC is not available, but for the other stocks you listed, all but one have underperformed. This also means that if you get the timing wrong, with the large caps it is much more likely that time will bail you out.

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