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Technology Stocks : KLA-Tencor Corporation (KLAC) -- Ignore unavailable to you. Want to Upgrade?

To: Math Junkie who wrote (1565)	1/24/2001 6:10:55 PM
From: Jerome	Read Replies (1) \| Respond to of 1779

It is always possible to make money in small cap semi equips through superior timing. Superior timing is just not that important. Its somewhat overrated like the BtB numbers.Lets take three stocks from the Semi group that have done very little for the buy and hold crowd. 1) SFAM at 9 1/8 2) FSII at 9 7/8 3)ATRM at 4 3/4 Now suppose that you have $3000.00 to invest. And the choices are 60shares of AMAT at 50, 65 shares of KLAC at 45. or 100 shares of FSII, 100 shares of SFAM and 200 shares of ATRM. Well if you bought SFAM and FSII you could option your way to some very nice profitability. With KLAC and AMAT you have to hope that they swing up so that you can trade out of them profitably.No such problem with the other three.They are headed up and the only question is how far and over what time frame. One difference we have is that you are talking buy and hold (thus the five year charts) and I'm talking about some decent profits within six months or less. People felt the same way about KMAG when it was at 30 , Xerox when it was at 50, and the same for Polaroid, and I might add Chrysler when it was over 90, or KLIC at 80. In my opinion large caps offer no more protection than small caps to the buy and hold crowd, than do small caps. None of this stuff is forever as last year has shown us. Good Luck,Jerome