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To: B Tate who wrote (14321)1/11/2000 4:44:00 AM
From: Dale BakerRespond to of 118717
 
KLIC - Briefing had a good write-up on KLIC pointing out that the forward PE for 2001 earnings is only around 12. Looks like a good way to keep a foot in the semi equipment sector during this rebound. I am adding some today to go with my more speculative MKSI stake.