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Technology Stocks : Semi Equipment Analysis

SOXX 299.48

-4.8%

Dec 12 4:00 PM EST

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To: Zeev Hed who wrote (5703)	9/28/2002 10:42:50 PM
From: Sam	Read Replies (1) of 95579

Zeev, What about companies like TER, LTXX, ASYT or BRKS? They have all been much more decimated than the companies you mention; three are now in single digits and the fourth may be there by sometime next week if things keep going the way they are. Shouldn't their potential gains be greater from their lower valuation than AMAT, NVLS, KLAC and CYMI? Don't the lower valuations adjust for the added risk they might have? I tentatively concur with your comments on timing--seems like we are getting to a nice buying opportunity, though I still think we have lower to go in October. Between the elections and Iraq (not to mention little items like a frozen economy, of course--don't have to mention that, as Sec. O'Neill has assured us that Q4 GDP will be 3-3.5%), it seems to me that there has to be some more decline. FWIW (probably not much). TIA for your thoughts, Sam

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