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

To: Donald Wennerstrom who wrote (5442)	9/18/2002 8:11:00 PM
From: XBrit	Respond to of 95413

Anyway, I need to reset my buying levels once more. About a year ago I said my buying point was $5 for KLIC and $15 for AMAT. Then in July I revised to $3 and $12. Looks like AMAT printed 11.9's briefly in after hours tonight, so I need to ask myself, "are we there yet". My feeling is, still probably not the right time. I don't see any recovery in semi equip until 2004 at the earliest, so the opportunity may come next summer or so. So, OK, new target for AMAT is $9. I worry that KLIC is not financially strong enough to have any equity value left 18 months from now. So KLIC is off the list until further notice.