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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: trilobyte who wrote (40234)	12/1/2000 6:56:55 AM
From: scott_jiminez	Read Replies (1) \| Respond to of 70976

I agree with your assessment. Anyway, pushout or no pushout, the stock prices are likely to be very close to the bottom. Look at KLIC for example: been bottoming in the $9-12 range for about a month now even though they announced lower bookings next Q. AMAT, NVLS, KLIC are great growth companies trading at very low pe's and not unreasonably high ps's. I've held KLIC since 1997 and don't plan on selling anytime soon, whatever the doomsayers here say! ----------- To Eugene Kearney: I started the Hubris-SEM on 28 September, 2000 siliconinvestor.com The idea was to invest $100,000 equally among the leading SEM companies. Note the average performance of the stocks in the portfolio over the last 8 weeks is down 36.8%. Misery loves company: a similar tracking for the biotech sector (the Hubris-biotech portfolio siliconinvestor.com ) is down over 40%.