Jim Willie CB , Your rationalizations on why not to buy KLIC are just that, Rational. Unfortuanately its not a totally rational market. Many posters on this thread have pointed out (Ian Stromberg included) that when the semi-equipment group turns around the initial beneficiaries will be KLAC, ASYT, and KLIC.
Market sentiment is rarely quoted on this thread as a reason to buy any tech stock. Threaders use Tech Analysis, Charting, Insider Buying, Cask Flow, Low P.E. and a host of other Rational indicators. But regardless of what basis you use to analyze and buy and sell any stock pay attention to markey sentiment. For now KLIC's balance sheet looks terrible, but the market sentiment is overwheming positive.
On CNBC, and numerous magazine articles mention of this group and the adjectives that are used are:, oversold, bargain, cheap, value,good play, patience, etc.
If you want your postings on this thread to be taken seriously forget the personal attacks. They detract from your message. When you bellttle someone else, You bellitle yourself. After tryping a message try using the key that says send latter. Think about it. There are enough verbal gunslingers on the net now. Break some new ground. Try British understatement instead trash talk.
Hope all your plans turn out as expected, except the ones for KLIC.....Jerome |
