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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Grommit who wrote (11276)	10/13/2000 9:38:29 AM
From: Jurgis Bekepuris	Respond to of 78618

Grommit, My friend also suggested VSH. I remember it from 1996 and it seems a reasonable bet, though it would be difficult to choose VSH against NSM or TXN. Its ROE is spotty and low. They cleaned up some debt though. NSM is in similar situation valuation and ROE wise. TXN is better co, but still more expensive. Semi-equips are simple: Buy super-low, sell high. It does not matter which one you buy - they all go up in unison. AMAT may be an exception. I would not buy LRCX since it competes with AMAT. It matters that semi-equips may go from "low" where they are now to "super low" - ridiculous prices. Last time ASYT bottomed below cash-per-share with no debt! So keep some powder dry. Also don't get caught up in cycle discussions on SI or somewhere else. The secret is: Nobody knows where the cycle is going. Not even AMAT's CEO. Take care and good luck Jurgis