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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: scott_jiminez who wrote (35274)5/19/2000 10:20:00 AM
From: willcousa  Respond to of 70976
 
Klic is next on my buy list for the same reasons. But did you have to spread it around?



To: scott_jiminez who wrote (35274)5/19/2000 10:31:00 AM
From: Lone Star  Read Replies (1) | Respond to of 70976
 
No disagreement, the sector looks good in general, as long as pre-stated assumption set remains intact. ( my wall of worry by the way is that damn China/Taiwan situation).
Comparing KLIC to AMAT however... totally different league.Hope you do well with KLIC nonetheless.



To: scott_jiminez who wrote (35274)5/19/2000 11:20:00 AM
From: Gregory Rasp  Read Replies (1) | Respond to of 70976
 
Scott, I think it is a real mistake to compare the PE of one company in an industry to another in the same industry. There are usually reasons why a stock has a relatively low PE compared to the group. Conversely there are usually good reasons that market leaders in an industry hold those valuations. I don't follow KLIC at all but to carry your analogy out one would consider:

Sell Walmart and Buy Kmart.
Sell Cisco or Nortel and Buy Lucent.

GR


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