SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : MB Index of 20 Leading Semiconductor Equipment Stocks
AMAT 233.10+0.2%Oct 31 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Mason Barge who wrote (22)12/9/1997 10:46:00 PM
From: Yakov Lurye  Read Replies (1) of 50
 
Mason, welcome back from vacation.

I find you effort very useful, thanks. My own portfolio is not as diversified as yours and differently weighted (nominal quantities of AMAT and LRCX; TER, CMOS and CYMI), but overall, day-to-day results are pretty similar. For now, sector trends seem to outweigh individual merits of semi-equip companies.

You may also find it useful to track the SOX index - there is a pronounced correlation between the market valuation of semis and of companies that sell them equipment. Lately though, I'd found that SOX gyrations have a lesser effect on semi-equips pricing. I construe this as a positive sign - maybe semi-equips had finally found the bottom.

I also want to thank you for your (probably long forgotten by you) post on CYMI thread about the merits of TER and CMOS. While Asian crisis may hurt spending on new fabs, it will give an additional impetus towards improving productivity of existing fabs. Equipment modernization drive will hopefully benefit companies like CYMI, but an even safer bet is that with productivity increases testing will become the next bottleneck (MU had already found it out). Based on this line of thought, I'd bought TER and now CMOS.

Regards,

Y.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News