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

To: Cary Salsberg who wrote (5130)	8/28/2002 2:05:49 PM
From: Donald Wennerstrom	Respond to of 95467

Cary, I agree with you, but you know the last couple of months it has been time to "bash" the semi-equips. I don't know when it is going to stop. I may be wrong(it happens all the time<g>), but I think the technology improvements will continue and that will put a "floor" under the likes of AMAT, NVLS, KLAC and the other strong semi-equip companies. AMAT looks particularly strong right now since they were quite profitable this past quarter with a much lower revenue rate. Also their backlog is quite high compared to some of their numbers in the past. So what if "capacity builds" are not in the near future. AMAT will make money going forward without them. JMO, Don