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

To: Donald Wennerstrom who wrote (1525)	1/3/2002 12:49:15 PM
From: Cary Salsberg	Respond to of 95415

RE: "IMO it is under valued with respect to KLAC and NVLS." I own AMAT, KLAC, and NVLS, and they are the 3 semi-equips I have been buying and selling in 2001. I have short term reduce exposure (sell, sell covered calls) targets at 55 for AMAT and NVLS and 65 for KLAC. I would appreciate a quantification of your above valuation statement. TIA

To: Donald Wennerstrom who wrote (1525)	1/3/2002 12:52:55 PM
From: Return to Sender	Read Replies (2) \| Respond to of 95415

Don any rally above 590 the SOX has to be considered a breakout move. Similarly anything above 46.58 on AMAT as well. I had zero semiconductors showing up as oversold on my screen last night. My point is simply that while we know a recovery is coming for the semiconductor industry we do not know how robust that recovery will be. In essence as nice as it is to have these profits I will be watching closely for overbought conditions. Meanwhile.. lets celebrate! <GGG> RtS

To: Donald Wennerstrom who wrote (1525)	1/3/2002 4:23:34 PM
From: scott_jiminez	Read Replies (3) \| Respond to of 95415

<<It has been quite a day so far - AMAT just hit a new daily high at 44.90.>> It was indeed a great day...but the stock to cite may no longer be AMAT. For example KLIC (surprise!) was up almost 12% today on ~4X normal volume and obliterated its 52-week high. The stock has ~doubled since 9/21/00 and has been a leader since I started the 'Hubris-SEM' portfolio over 15 months ago: KLIC +43.1% KLAC +22.5% ASMI +19.5% LRCX +18.5% NVLS -7.9% TER -12.7% AMAT -28.2% AMKR -32.3% ASML -43.0% Group -2.3% siliconinvestor.com