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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 135.65-2.8%10:40 AM EST
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To: Robert Douglas who wrote (10083)1/25/2002 9:30:48 PM
From: scott_jiminez  Read Replies (2) of 10921
 
Robert - it is absolutely logical to consider the likelihood that other stocks might constitute the 'top semi-equips'. Many of the 'classic' 'top semi-equips' have long been perceived to be just that and thus have been give valuations far above their brethren.

The fact of the matter is that over the past couple of YEARS, 3 of 4 Cary's so-called 'top semi-equips' have done quite poorly versus many of their peers. For example, I started a SI portfolio of nine equipment stocks on 9/29/00. Here is the 16 month performance of those stocks:

KLAC +20.0%
KLIC +19.5%
LRCX +6.0%
ASMI +4.8%
NVLS -18.7%
TER -24.1%
AMKR -31.2%
AMAT -33.5%
ASML -43.6%

Group -11.2%

(http://www.siliconinvestor.com/portfolio/detail.gsp?pid=9219891)

CYMI was flat during this period...which means it also significantly outperformed 3 of 4 of Cary's 'the top semi-equips'.

And these rankings have been as such for many, MANY months.

So when you say, 'I'd add CYMI to the list' (as I would KLIC...while subtracting out some of the others) and Cary comes back with the obnoxious and arrogant proclamation, 'I definitely would not!', the obvious behavior is to stick with your own knowledge and perceptions and ignore such pathetic behavior.

And when Cary provides similar unsupportable opinions in the future, perhaps we should all ponder the question, 'Would I consider this guy to be a reliable and objective source of information on equipment stocks?'.

In view of the combination of his overbearing belligerence and supremely underwhelming results, each of our responses should be:

'I definitely would not!'
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