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

To: James Calladine who wrote (110)	11/6/2000 3:36:45 PM
From: scott_jiminez	Read Replies (1) \| Respond to of 95896

Re: Klic 'again' So the company has its 2001 earnings estimate cut by 90% and the stock is currently trading flat to slightly up. Meanwhile AMAT, with no warnings etc., is down by about 2%. Why? Because there's no 'again' about Klic. It is now clear investors were anticipating poor earnings for the next couple of quarters for Klic thus the incredibly low valuation. OTOH, AMAT's valuation has not been similarly squashed...but probably soon will. In fact, IMO, people will soon be saying, 'AMAT AGAIN!' [Klic actually gave quite an upbeat (longterm) CC today]