Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 296.74

+1.8%

Nov 28 4:00 PM EST

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To: Return to Sender who wrote (5151)	8/29/2002 8:56:27 AM
From: Proud_Infidel	Read Replies (1) of 95487

Upgrade YHOO for sure. Half the cash per share of AMAT, half the current ratio, a PSR twice that of AMAT, with a business model which does not have any LT plans for revenue growth.....by all means upgrade YHOO and downgrade AMAT on the same day.....enormous barriers to entry for AMAT? Meaningless. BK

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