KLA-Tencor Corporation (KLAC) Message Board

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Technology Stocks : KLA-Tencor Corporation (KLAC)

KLAC 1,227

+1.5%

9:30 AM EST

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To: wellsaid who wrote (1768)	2/24/2005 7:21:07 PM
From: Cary Salsberg	Read Replies (1) of 1779

I own approximately equal dollar amounts of AMAT, ASML, KLAC, and NVLS. If I had to guess on "best-positioned to outperform", I would rank them in this order: 1. ASML, 2. NVLS, 3. KLAC, and 4. AMAT. Of course, if I had strong beliefs on the matter, I might not be holding equal dollar amounts of each.

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