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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (8835)	10/20/2000 11:01:17 AM
From: Cary Salsberg	Read Replies (1) \| Respond to of 10921

Thank you! I could not say it better and, now, I don't need to.

To: Ian@SI who wrote (8835)	10/21/2000 1:37:17 AM
From: Ross	Respond to of 10921

Thank you for your response. I think what I ought to do is compile the current results of semi companies. I don't follow them all, so at the moment I have an incomplete picture. Perhaps you have already compiled all the info. So far, K&S, Cohu, and Teradyne, all back end, have not done particularly well. KLA, Novellus, and Asyst have done pretty well and look OK for the near term. Somebody said MTSN announced good results, but I don't follow them. PRI is having problems. So that crude list suggests that what you say may be right. The market seems to be saying otherwise. What I have learned is that the market is smarter than I am, so I am hesitant to trust the suggestion of my crude list. You, on the other hand, may be smarter than the market. If anyone has a more complete (and better quality) listing, I would be very interested in seeing it. In the next message I will include part of a spreadsheet I keep on Cohu. Unfortunately, it only goes back a few years. The last two quarters have shown decreasing orders. The only other times this has occurred during the time shown on this spreadsheet, the industry has been in big downturns. Ross