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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: SpecialK who wrote (1116)	9/5/2001 11:51:23 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95525

Ketan are you shorting AMAT then? If so what is your entry and exit point(s). Cary has been good enough to put out real numbers where he would buy on the long side. None of those levels have been achieved just yet.He is much more cautious than I am. I would think that AMAT has the best depth and breath of products in their market(s). Although it is closest to the first of several buy points that seems to only indicate that Cary would pay a premium to own this stock over the others on a relative basis. I see no other reason. Certainly no reason to single out AMAT as the best possible short. You could be right but only time will tell if AMAT is the best long or short place to be on the list. RtS

To: SpecialK who wrote (1116)	9/6/2001 12:12:10 AM
From: Sun Tzu	Read Replies (1) \| Respond to of 95525

Well, I've been short BRCM since 40s and it has done well for me. I've also been short XLNX for some time and it has shown minimal gains; it is stuck up there with crazy glue. Perhaps Cary or someone else can enlighten me why XLNX deserves such lofty valuations. As for MXIM, it is on my buy list. But every time it gets near my buy point, it shoots up before I can get onboard. I like them because they have diverse product lines some of which has little competition. They've also proven management and a creative engineering team. All in all, it is a great company and has a large fan club. That means that it is a risky short, as evidenced by the fact that it moved away before I could buy it at my entry points. Like all our purchases, stocks ride the wave between mind and heart. ST PS by Friday I will know if I should close my BRCM or not.