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

To: Robert O who wrote (43937)	3/18/2001 11:33:43 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

RO, yeah - I guess tongue-in-cheek doesn't count? G. [end]

To: Robert O who wrote (43937)	3/19/2001 9:31:11 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

'Which means what, exactly? Dunno. But we'll reiterate our bold pronouncement: This bull is dead. And now that we've said that, we're really, really looking forward to the Dow hitting 20,000 next week.' You too can get insight like this for only $5 a month....LOL

To: Robert O who wrote (43937)	3/19/2001 9:43:18 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Here is another gem of a writer.....somehow, Cramer has figured out that the share price of SCE companies and chip sales have a positive correlation! Sign me up.....LOL ************************************************ TheStreet.com - Wrong! Valuing the SOX: KLA-Tencor This stock will be great when chip demand goes through the roof. But not until then.** By James J. Cramer Editor's note: This is the fifth installment of a multipart series on semiconductor stocks. Please check out Part 1,Part 2, Part 3 and Part 4! KLA-Tencor (Nasdaq: KLAC - news) is the perfect stock to buy if you think the cycle is about to take off. The company provides an integrated system to measure problems with manufacturing of semiconductors. I never knew how important this was until I visited an Intel (Nasdaq: INTC - news) wafer factory in Israel and was blown away by how important it is to get yields right. Yields are a ratio of semiconductors thrown away to semiconductors that are good to go. When a new product line starts up, most of the chips that are produced aren't any good. The goal is to get them to be flawless as fast as possible. So Intel is most likely throwing away a lot of the P4 chips they are making right now. It will continue to do so until it gets the runs right. Then the yields climb dramatically. And so does the profit. KLA makes that happen as fast as possible. When there is tremendous demand for chips and when you need to get those yields up as high as possible as fast as possible, you need a ton of KLA products. Unfortunately, we are not in that zone right now. Chip companies are facing declining demand and don't need to ramp up as fast as they would have even as recently as a year ago. Because this demand drop-off is so sudden, I think you haven't seen the full brunt of order reductions at KLA yet. While the stock seems cheap, and it has been buying back shares -- a rarity for a tech company -- we still have further to wait before we can buy this great semiconductor equipment manufacturer and be sure we won't lose money immediately.