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

To: Sam Citron who wrote (2705)4/11/2002 2:53:08 PM
From: Kirk ©  Respond to of 95520
 
Great points. Also, much of the growth I've seen to justify the high valuation for MXIM is due to new chips for the fiberoptics and wireless telecom markets. These are in the crapper now... I like the companies but I just can't pay the high price/sales. I'll stick to AMAT, LRCX, UTEK/SFAM as my big, medium and "hope" companies in the sector. AMAT for the sure mega cap winner, LRCX for a good turn-a-round job in the mid cap and the others for hope they execute better in the future.



To: Sam Citron who wrote (2705)4/11/2002 7:14:14 PM
From: Cary Salsberg  Respond to of 95520
 
Sam,

1. I regard ALTR, XLNX, LLTC, MXIM as safe and as high quality as AMAT, ASML, KLAC, and NVLS.

2. I posted buy ranges for all of these in JAN/FEB 2001 and I have stuck to a disciplined buy program within these ranges and I have posted all my trades including covered calls.

3. None of these 8 have "escaped the pain", if, by pain, you mean significantly lower revenues.

4. All 8 have reported that their orders/revenues have bottomed and are improving modestly.


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