Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 296.92

+0.1%

Dec 1 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Gottfried who wrote (3725)	6/29/2002 7:32:41 AM
From: scott_jiminez	Read Replies (2) of 95501

News about the Business Week article was out on Wednesday or Thursday. I expect to see another spike for SFAM on Monday. This recent activity - perhaps simply the result of excessive exposure - should not diminish the fact that SFAM has performed exceptionally well this year (by far the best in the group). This strongly suggests that at least some of the claims put forth by that money manager are worth further investigation...and the claims to the contrary by Mr. Salsberg are likely based on lack of due diligence. In fact, Mr. Salsberg's claims in post 3726 ('I follow 19 Semi-equips in a Yahoo portfolio, including SFAM. There are only 2 I would advise against buying, SFAM and UTEK) bring back telling memories of prior imperatives. For example, ~6 months ago someone recommended to Mr. Salsberg the purchase of CYMI for a number of reasons. Mr. Salsberg responded by proclaiming emphatically, 'I CERTAINLY WOULD NOT (buy CYMI)!!!' giving his own justifications. CYMI is 3rd best in Don's rankings of ~30 equipment stocks for year-to date-performance. In fact, a portfolio of Mr. Salsberg selections is down 25.7% since 1/25/02 while a portfolio of selections Mr. Salsberg has lambasted is down 17% during the same time frame (PRIA was dropped from the latter due to the takeover). Take what you will from this info. But the fact that Mr. Salsberg has (once again) come on this thread to lampoon and dismiss the choice of a participant may be instructive: if recent history and performance are a guide, Mr. Salsberg's dissing of SFAM is likely to be an extremely bullish harbinger for this stock.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next