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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: semi2000 who wrote (100)	11/2/2000 11:38:01 PM
From: MKTBUZZ	Respond to of 95916

I dodged a bullet with KLIC, I had shares that I bought last week in the 12's and sold yesterday in the 14's. I bought CMOS today but scalped it for 1/4 point this afternoon. I didn't like how it was trading. Has anyone picked up any news on CMOS that hasn't been picked up by the major wires today? Like maybe another downgrade or something? I'm also looking into ASYT, LTXX, and a little play CATS.

To: semi2000 who wrote (100)	11/3/2000 6:31:10 AM
From: scott_jiminez	Read Replies (2) \| Respond to of 95916

Well, semi2000, I see your head is still firmly ensconced in the sand. You're still blaming the messenger (Klic) for the message (slowdown in the industry through early next year). Perhaps this will activate the appropriate neuron Message 14716944 or maybe this Message 14716960 Deal with it, dude: if Klic has order push-outs or cancellations, it's the preverbal shot across the bow. To repeat, just like August, Klic is once again the harbinger. And to repeat as well, investors appeared to have begun anticipating this slowdown long before it was evident so the opposite may occur as the evidence surfaces. Klic is as well run as Amat or Ter or Klac. Its a volatile industry. Get used to it.