Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 148.32

-3.3%

Nov 14 9:30 AM EST

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To: Zeev Hed who wrote (10286)	3/6/2002 6:48:10 PM
From: scott_jiminez	of 10921

<<I have two major "fundamental" reasons that lead me to believe the current expansion will not get us above the 2000 cycle peak (and maybe for clarity, I should say that a cycle peak in this "space" is when shipment of equipment peaks, traditionally, that kind of a peak coincide relatively well with stock price peaks as well).>> Scott Kulicke stated in his last CC (~3 weeks ago) his belief that earnings at KLIC would be higher during this cycle than in the previous one. Mr. Kulicke is as cognizant of the state of the industry as anyone. While his outlook may be company specific, the greater likelihood is that, as per usual, KLIC will be representative of the industry as a whole and this cycle, at least in the semi-equipment sector, will indeed get us above the 2000 peak.

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