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

To: michael97123 who wrote (9038)	11/30/2000 6:13:02 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 10921

We are at 62% off the peak in the sox only because at th peak we went really crazy. AMAT was slling at more than four times its previous peak, but its sales and profits surely were not even close to four times the previous peak. The reason we got so high was excess liquidity and the i-net bubble, it created "comparative" value in the sox were it really was not there. Now we are going to go to "under valuation" (not right now, but sometime in the first or second Q next year, IMHO), and that may end up at twice the last through in AMAT which is "quite rational" (well, almost). Zeev