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

To: BWAC who wrote (1530)	1/3/2002 6:52:50 PM
From: scott_jiminez	Respond to of 95420

<<Of course there is a difference of opinion around SI. Pwofit? Careful or it might be Pooooofit for some trading capital.>> Certainly prudent words of caution for those whose investment in the equipment sector is directly (i.e positively) correlated with and primarily determined by market cap. KLIC +43.1% AMAT -28.2% siliconinvestor.com Of course there should be more of a difference of opinion on SI whether AMAT should continue to capture as much interest (as if it were by default...) as it does.