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

To: Ian@SI who wrote (9411)	1/23/2001 11:06:19 PM
From: Gottfried	Read Replies (1) \| Respond to of 10921

Ian, I can't argue with your approach as I used to feel that way myself. Lately I have become aware of my own mortality and now I'm less patient.<G> Maybe that's just a stage I'm going through? Gottfried

To: Ian@SI who wrote (9411)	1/23/2001 11:19:47 PM
From: Jerome	Respond to of 10921

The most important thing in my opinion remains the prospect for growth in earnings That seems to be a very reasonable assumption. From the conference calls thus far only a few companies have given upward guidance. That would be KLAC, and SFAM. SFAM qualifies because they will be going from a large loss to a breakeven quarter. They would have been profitable last quarter if they had not spent $0.50 cents per share on R&D.I believe that KEMET (KEM) which reported yesterday gave guidance of another $1.10 per share in earnings next quarter. Anything else look good on your horizon? Jerome