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Technology Stocks : Semi Equipment Analysis

SOXX 296.92

+0.1%

Dec 1 4:00 PM EST

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To: zonder who wrote (7289)	11/28/2002 12:50:01 PM
From: Cary Salsberg	Read Replies (1) of 95501

RE: "Now tell me what is so special about NVLS." It has had and will very likely only ever have one significant competitor. It has done very well for a long time in these circumstances. So the competitive advantages and boundaries to entry are as sustainable and significant, respectively, as they get in technology land. It is a key player in the key industry of our time, semis. It is a prime facilitator of the major engine driving worldwide prosperity, Moore's Law. This engine has been growing geometrically for close to 40 years and it is doubling power/cost every 18 months. It is changing our lives and AMAT, ASML, KLAC, and NVLS are the indisputable winners and the world's most valuable companies. They are highly valued in the marketplace because enough people understand that there are very few high quality tech companies, supply and demand. In a previous post, you offered CORV as a counterpoint to NVLS. In my opinion, you were not even close. If I am correct, you are not ready to consider PE in absolute and relative terms because you don't know what you have in NVLS. HAPPY THANKSGIVING!!!

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