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

To: Cary Salsberg who wrote (8841)	10/20/2000 12:21:47 PM
From: Kirk ©	Read Replies (2) \| Respond to of 10921

in 3 words...optical networking opportunities. in the CC, Art said their 1x stepper looks to be a perfect fit to increase bandwidth in current optical waveguides and switches plus laser diodes. THIS market gets a higher multiple... of course, their history of delivering of new technology is.... not so good, but the product is there already and might just drop in. Also, on CAGR of technology they do have (1x stepper for bumping), this could be a 30% growth company for the next 10 years on a single product. You might want to listen to the CC as they said they will not release any further details except by press release or the next quarterly conf call. CC info here: suite101.com

To: Cary Salsberg who wrote (8841)	10/21/2000 1:46:00 PM
From: Charles R	Read Replies (1) \| Respond to of 10921

Carly & Thread, <http://quote.bloomberg.com/fgcgi.cgi?s=AOfCbNRWlSW50ZWwg&T=m... _________________________________ Intel Delays Opening of Colorado Chip Factory, Paper Reports> Does this sound like we are past the peak for this cycle? What do people think? Chuck

To: Cary Salsberg who wrote (8841)	10/21/2000 2:51:13 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 10921

It is clear that institutional investors (and the analyst Herd), have given up on the semi-equips. If this thread is representative of retail investor sentiment, then retail investors have not yet given up on the stocks. In spite of the fact that, in the last 3 downturns, AMAT hit a P/S of 0.9, 0.9, and 2.2, I still get responses saying, "no one on this thread thinks AMAT will ever hit a P/S of 3 again". There is (still) air underneath these stocks (and a bright longterm future).