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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (10097)	1/26/2002 8:41:01 AM
From: scott_jiminez	Respond to of 10921

Indeed Gottfried. I could not agree more. The obvious point being that companies evolve and diversify, and that what may seem as the 'obvious' investment during one era may be quite the opposite during another. Thus rather then responding to a suggestion that CYMI (or KLIC) may be among the top semi-equips (and AMAT and TER may not) with 'I definitely would not (consider that)!', Cary would do well to provide support for his position. Arrogance is quite distinct from due diligence.