SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Kirk © who wrote (2414)3/25/2002 1:59:07 PM
From: Return to Sender  Read Replies (3) | Respond to of 95567
 
The SOX is maintaining support at 578. To me this is extremely impressive and supports my belief that a big rally will start no later than next week..

stockcharts.com[h,a]daclyyay[pb50,200!d20,2][vc60][iUb14!La12,26,9!Uk14]&pref=G

Anyone care to guess if 578 can continue to act as support and survive all the testing going on?

RtS



To: Kirk © who wrote (2414)3/25/2002 6:09:21 PM
From: scott_jiminez  Respond to of 95567
 
<<why should I give a damn about doing DD on a company I have no interest in owning?>>

<<X-LAM? Must be a big deal as I have no idea what it is.>>

See, those two go together.

I won't tell you what X-LAM is because you don't give a rat's ass. I will tell you that it is likely to be the biggest revenue producer at KnS in the upcoming years. That's IN ADDITION TO bonders, testing, Flip Chip etc.

You do the math regarding what their fair valuation should be.

Or don't.

UTEK's process does not bump to a higher tolerance than KnS Flip Chip. And Flip Chip is NOT simply tightly spaced bonds!

Great. You defend something you already own and trash the competition. I defend something I already own and trash the competition. Regardless of facts.

It's called being a shareholder.

Duh. What else is new.

Oh, BTW, Cary and yourself probably agreed that y'all 'certainly would not' own CYMI in January. And please keep dissing KLIC: it was the 3rd best performer out of Donald's ~35 equipment stocks last year. You guys are EXCELLENT contrary indicators! I'll continue to enjoy owning the stock…and avoid owning UTEK.