Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 306.14

+0.4%

4:00 PM EST

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To: Proud_Infidel who wrote (6911)	11/15/2002 9:01:25 AM
From: scott_jiminez	Read Replies (2) of 95632

Yeah, I'm familiar with that company-specific junk. Always applied to KLIC and never to AMAT. In fact many AMAT shareholders, not all of them analysts, were quite a mellifluous chorus in affirmation when the appellation was applied to KLIC - following lockstep in the analyst doggerel - but now wail when the foot is in the other shoe. Yeah the INTC downgrade is garbage...and its probably valid garbage. Almost every equipment company is on life-support and the signal through the optic nerve remains flat-line. I would still avoid this sector like Sandy Weill avoids having a single freakin' honest word emerging from his mouth. I'm looking at individual 'recovery' situations wherever I can find them. Nextel, I2 Technologies may fit the concept...but telling everyone this is completely self-serving. Have we learning nothing else but this characteristic of ANYTHING investment-related as a function of pop! over the recent past?

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