Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 230.15

-3.2%

3:59 PM EST

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To: robert b furman who wrote (8562)	1/23/2004 11:23:01 AM
From: Cary Salsberg	Read Replies (2) of 25522

Hi Bob, I think you should provide us with the CY05 numbers for COHU. I have been considering a timely transfer of my $$ in AMAT, ASML, KLAC, and NVLS to ALTR, XLNX, LLTC, and MXIM. This is a very difficult problem of valuation and cyclicality. My current assumption is that the 4 very high quality semis are much less cyclical, if at all cyclical, than the 4 semi-equips. I am still working on my valuation model for the 4 semis. I also tend to believe that the semi-equips are less cyclical than they have been historically.

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