Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 306.28

-1.0%

4:00 PM EST

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To: SpecialK who wrote (1116)	9/5/2001 11:51:23 PM
From: Return to Sender	Read Replies (1) of 95521

Ketan are you shorting AMAT then? If so what is your entry and exit point(s). Cary has been good enough to put out real numbers where he would buy on the long side. None of those levels have been achieved just yet.He is much more cautious than I am. I would think that AMAT has the best depth and breath of products in their market(s). Although it is closest to the first of several buy points that seems to only indicate that Cary would pay a premium to own this stock over the others on a relative basis. I see no other reason. Certainly no reason to single out AMAT as the best possible short. You could be right but only time will tell if AMAT is the best long or short place to be on the list. RtS

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