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 166.37

+4.4%

Nov 10 3:59 PM EST

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To: TI2, TechInvestorToo who wrote (10563)	8/3/2002 3:47:10 PM
From: Zeev Hed	of 10921

I'd like to read Cary's response on that one as well. KLIC is selling at .5 or so expected sales, they are still losing money, but to their credit, they increased sales now three Q in a row. Their book is no longer that pristine, and have a lot of good will ("real" BV taking out intangibles) is just north of $2, but they still have quite a lot of cash to survive a prolonged through here. I have been monitoring their decline from $12 on (I was too optimistic again, thinking that the $11/$12 area will provide solid support), and am still hesitating here near $5.5, there must be a price where they might become attractive. However, FWIW, it is really a question of "relative" attractiveness, and AMAT at $13, or CYMI at $24 are just as attractive, if not more (g). I tried to get Scott to comment on that, but his response was not substantial. Zeev

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