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To: patron_anejo_por_favor who wrote (71472)	2/24/2001 4:16:37 PM
From: XBrit	Read Replies (3) \| Respond to of 436258

Yeah I'm also fond of semi equipment companies. You've gotta love charts like this one: quote.yahoo.com Actually I love KLIC like marginmike loves QCOM. The KLIC board on Yahoo is one of the few intelligent ones left, by the way. But check out the incredible denial of the bulls there. Most of those people have held all the way down from the 40's, and they're foaming for a recovery. They just can't see that ball bonder sales are going to be essentially ZERO for several quarters. As I posted yesterday, I like AMAT around $10-12 eventually. Just above the book value of $9.28, because that's where bad semi equipment busts historically bottom.