Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 288.52

-0.3%

Nov 14 4:00 PM EST

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To: scott_jiminez who wrote (1529)	1/3/2002 8:43:20 PM
From: Donald Wennerstrom	Read Replies (1) of 95420

Scott, No question - KLIC is on a "roll". I certainly hope it continues. By year end, barring any unforseen disasters, the stocks in the semi-equip group should be substantially higher than today. Many will probably double, or triple, but we will have to wait to find out which ones. At some point during the first part of this year, earnings estimates for most of the semi-equips will be increased. Depending on the amount of increase for each stock, some stocks will do better than others. IMO KLIC should be in a position to get some good upward revisions. Don

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