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

To: StanX Long who wrote (50067)	8/2/2001 7:36:46 AM
From: scott_jiminez	Respond to of 70976

Take my wife, for example. Please. My wife, KLIC, is up 43% during the same period. Perhaps a broader cohort would find that, rather than 'CYMI looks too high', many semis and semi-equips are up 25-50% during the previous 100 days. The perception of 'CYMI looks too high' likely arises from a pattern that most investors in this sector would have difficulty fathoming: Rather than CYMI significantly out-performing, AMAT is significantly under-performing. Here are the 100-day numbers I generated...adding some relevant equipment makers to the mix: CYMI = +46.14% KLIC = 43.52 KLAC = 38.42 NVLS = 23.57 LRCX = 23.46 TER = 7.67 INTC = 7.42 AMAT = 4.29 AMD = -19.67 IMO, the observation of import on this thread would appear not to be 'CYMI looks too high' but rather 'Why is AMAT trailing?' (this is not a new development: here is a portfolio of equipment stocks I created on 9/28/00 siliconinvestor.com . In any event, today's BofE rate cut should lift all ships quite nicely.