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

To: Wallace Rivers who wrote (11358)	10/23/2000 3:50:57 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78615

Yeah, I watch TER and GEN as I am somewhat familiar with both companies- having used their products in a previous life. Sorry I didn't buy TER when it dropped recently -- now I'm not so sure I want to step up. OTOH, I picked up GEN when it was lower, so I've got a position in the industry. TER's a major force - stock will likely recover further from here - my guess, if I had to guess. Paul

To: Wallace Rivers who wrote (11358)	10/23/2000 4:37:19 PM
From: Jurgis Bekepuris	Respond to of 78615

Wallace, TER - VERY different from SYMC. I don't have it, but I have KLIC+ASYT. There are couple of truths in semi-equip investing: 1. All semi-equips move in unison - so you may as well buy best: AMAT, TER, ASYT, KLIC, KLAC. Or the cheapest: COHU, EGLS, etc. 2. They all follow the semi cycle but more violently. 3. Nobody knows when the cycle will end and when it will begin. 4. Buy very low, sell high. If you think you are buying low, wait for "ridiculously low". Don't buy high, don't sell on 20-50% bounces. This year is an anomaly because the business is still fine, but the stocks dropped to cycle lows. Either the business bottom will drop out, or the stocks will recover. Reasonable thing would be to wait until the next real cycle bottom. Risky thing is to buy now. Jurgis - No, SYMC is not cyclical