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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Les H who wrote (82203)	7/9/2000 11:52:05 PM
From: Don Lloyd	Respond to of 132070

Les - [Another interesting dichotomy is how badly the semiconductor manufacturing equipment stocks (AMAT, ASMI, ASML, COHU, DPMI, HELX, KLAC, KLIC, NVLS, PLAB, et al) are lagging the semiconductor stocks (INTC, BRCM, SANM, FLEX, JBL, LSI, TXN, PMCS, GSPN, etc.). Cohu looks very cheap at 7 times forward EPS but it acts as if it will miss earnings again this qtr.] To deliberately nitpick, SANM, FLEX and JBL are NOT semiconductor stocks, even given the incredibly broad range of companies that tend to get jumbled together under that label. -g- Regards, Don