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Strategies & Market Trends : Steve's Channelling Thread
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To: Zeev Hed who wrote (11659)2/23/2001 6:09:52 PM
From: orkrious  Read Replies (1) of 30051
 
Zeev, you previously talked about AMAT getting down to 25. AMAT, NVLS, and KLAC have held up unbelievably well. In fact, IMHO, they have no business selling at their current prices given the cancellations and pushouts likely to occur. Their smaller brethren, CYMI and PRIA for instance, are near their lows. Under the circumstances, I can't see the large semi equips rallying much from here. Either that, or the little guys are going to rocket. What say the turnips re AMAT, KLAC, and NVLS?

Jay
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