Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 299.81

+2.7%

Dec 19 4:00 PM EST

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To: cluka who wrote (41288)	11/1/2008 9:26:13 PM
From: robert b furman	2 Recommendations Read Replies (3) of 95617

Hi Don and cluha, With Klac's horrible earnings and guidance what is up with their price action going up? This once again remarkably reminds me of 98. I remember Cohu hoping to break even in Q4 98 and they went up as orders built. No one knew orders built until February of 99. It was only known if you were intuitive. That's very little to hang your hat on. Valuations are also similar. Bottom line - these companies have been here before. They horde cash to get through the trough valuations. Then out of the blue, business changes and price is already up 20% before any one even knows the worst is over. BWDIK Bob

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