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: Pink Minion who wrote (10316)	4/7/2002 12:20:13 PM
From: scott_jiminez	Read Replies (1) of 10921

<<Even though only a few like KLIC are bleeding...>> When KLIC was upgraded from 3 stars (hold) to 5 stars (buy) by in February, S&P specifically cited the stock's cycle-low valuation. That valuation remains today, an especially striking observation in the face of the absurd value given to AMAT, KLAC, NVLS and the other equipment jumbo-caps. KLIC wasn't and isn't 'bleeding': 1. The stock gained 50%+ last year, and is up ~20% YTD 2. The stock was raised to a 'strong buy' at Wells Fargo just last week (http://www.siliconinvestor.com/readmsg.aspx?msgid=17279424). This is the seventh upgrade, without a downgrade, since 11/1/01. 3. The company is better positioned than any time in its history (http://www.siliconinvestor.com/readmsg.aspx?msgid=17221956) ------------ KLIC is certainly more reasonably priced than the numerous equipment stocks with stratospheric, 'nose-bleed' valuations. In short the more appropriate referral to KLIC would be, 'Even though only a few like KLIC are significantly *under*valued, I'd be wary of buying when Wall Street is licking up the blood.'

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