Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 303.84

+1.3%

Dec 22 4:00 PM EST

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To: C_Johnson who wrote (11438)	9/4/2003 1:03:39 PM
From: Cary Salsberg	Read Replies (1) of 95622

RE: "PHTN and AMKR" Hi Carl, I remember when you picked PHTN as the single best bet for the year, a few years ago. That was a MONUMENTAL victory. See, some of us remember the ones you "hauled in." I have some questions about categories. In my mind, neither PHTN nor AMKR is a semi cap ex or semi-equip company. PHTN inspects flat panel displays and AMKR is a test and assembly house. Do you allocate money to semis, semi cap ex, flat panel, test and assembly houses, or do you just pick the best individual companies in the space you concentrate on? Do you have any requirements for a level of long term free cash flow in the companies you are willing to invest in? TIA Cary

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