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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: Ian@SI who wrote (2398)	3/25/2002 2:46:35 AM
From: scott_jiminez	Read Replies (2) of 95567

It may be the first calendar year - I won't waste the time verifying your numbers - but it's certainly not the first 12 month period. The backend BtB is already at 1.1 and has recovered faster than the front end. The BtB has moved from ~.5 to 1.1 in the past 6 months, there's been a ~90% reduction in inventory, and February showed the first significant up-tick in orders in more than a year. If these are signs of 'bouncing along the bottom' then I suggest perhaps some gentler latitudes are in order...to ease the strain of such frozen perceptions. It's the same culture south of the border anyway, you just don't have act like it's not (and our dollar doesn't have chronic pneumonia as well). And if you believe AMAT (p/s = 7.13), KLAC (5.7), TER (4.7) and many more represent valuations more appropriate than KLIC's, then you and your siblings are indeed airworthy.

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