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

To: Return to Sender who wrote (3566)	6/19/2002 3:35:19 PM
From: scott_jiminez	Read Replies (1) \| Respond to of 95652

I really wasn't referring to a 'recession' in the general sense. I was contemplating the likelihood of a second trough, equal to or worse than the horrible one we're supposed to be emerging from, in the semiconductor/computer industry. It's not a matter of perception ('fear') since the scale of the warnings during the last 48 hours, especially that huge revenue shortfall from AMD, is telling us that the double dip is, in effect, a reality. When equipment stocks continue to slide in the face of such compelling BtB numbers, it is my (EXTREMELY) humble opinion that this sector might deserve an 'avoid' rating for the next 6-9 months. During the era when I was a bull, I made countless egregiously bad calls for the equipment stocks. The odds favor my ongoing ineptitude at prognostication.

To: Return to Sender who wrote (3566)	6/19/2002 6:41:20 PM
From: JSLyons	Read Replies (1) \| Respond to of 95652

With all the recent talk of the Sept. lows, I thought I'd review those figures vs. today's close for the stocks in my universe. All the data is from Yahoo, and "Sept. low" (in brackets) is defined as lowest closing price in month following the 9/11 attacks. : ATMI -- (14.71) close 21.76 ASYS -- (4.81) close 5.30 ASYT -- (8.02) close 18.40 AXTI -- (10.34) close 7.51 EMKR -- (7.90) close 4.80 GGNS -- (1.81) close 2.56 KLIC -- (9.64) close 11.93 MKSI -- (15.85) close 19.00 TRKN -- (7.95) close 9.11 And a few of interest to others on the thread: AMAT -- (13.75) close 19.69 NVLS -- (26.40) close 34.84 COHU -- (13.31) close 18.00 Best rgds, Jonathan