Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jacob Snyder who wrote (40348)	12/2/2000 3:38:24 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Jacob, can't argue with anything you say. Have you read Birinyi's column? I think he's right: gotta watch the chart. Message 14928985 Gottfried

To: Jacob Snyder who wrote (40348)	12/3/2000 3:32:40 AM
From: scott_jiminez	Respond to of 70976

Jacob - here’s a post from Yahoo that may interest you messages.yahoo.com (see below for the references to Briefing.com and Janney) I think its time start accumulating major names like AMAT, NVLS, KLIC, NVLS, LRCX, KLAC, and TER. Most are at (or within a few % of) their 52-week lows and have been crushed unmercifully of late. Here’s the performance of those 6 during the last quarter (thanks to Don once again siliconinvestor.com (stock, % change 9/1 ->12/1) KLIC -50 TER -51 LRCX -52 AMAT -55 NVLS -57 KLAC -58 This group has not performed any worse than the sector...but they certainly haven’t held up any better either (the sector was down 50% during this time frame). Each company is a leader in its segment(s) and would be expected to bounce significantly as visibility for resumed revenue growth returns (in the case of KLIC, the earliest signs of such changing perceptions may be appearing - the company received two modestly positive recommendations late last week [from Briefing.com and Janney]...a dramatic turn from the prior - and unanimous - extremely negative outlook). A sentence from that Birinyi article applies directly to the SEM stocks mentioned here, 'They may not go up in the next month or two, but their low prices have factored in all available information about negative developments.'