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Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: Earlie who wrote (67426)	2/13/2001 8:29:00 PM
From: Mark Adams	Respond to of 436258

And possibly a clown buying opportunity? AMAT didn't sell off much in after hours, given the nature of the news. I listened to the conf call, and thought I heard a couple of negative comments, so I'm somewhat surprised. Owned KLIC going into the Jan 3 bounce, but closed out my positions since. They have a bit of cash and not much debt, so they might be a value play depending on what kind of future the economy has. [edit] - oh that's ELGS and COHU that have the cash, not KLIC. Currently own a bit of AMAT as a speculation, which I'd also sold into the Jan bounce and reloaded for earnings. Thus far, I'm giving the shorts a bit of profit on this trade- sharing is good. <g>