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

To: Return to Sender who wrote (10413)	7/5/2003 12:07:32 AM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95487

Some great conversation going on here in the last few posts. I think it is good to "let it all hang out" and put forth the rationale for our positions. I just want to add another similar table to one put forth earlier today. This one has a little more time span than the earlier one. This table shows the difference between 2/14/03/ and this weekend, a period of almost 5 months. The table shows the changes in analyst ratings of each stock in the Group between the 2 dates. Note how the Strong Buy, Buy and Hold ratings have dropped while the Under Perform rating has risen sharply. - Change In Recommendations 2/14/03 to 7/5/03 - Strong Under SYMBOL Buy Buy Hold Perform Sell AMAT -2 -5 -3 1 1 ASML -1 -2 ASYT -3 1 -1 ATMI -2 1 BRKS 1 -1 1 -1 CMOS 1 -2 -1 1 COHU CYMI -1 1 3 -1 DPMI EGLS -2 FSII 1 -1 HELX -1 1 KLAC -2 -2 1 KLIC -2 1 LRCX -1 -1 -1 2 -2 LTXX -1 1 MTSN 1 -1 NVLS -1 -2 -3 2 1 PHTN PLAB 1 -2 1 SMTL -1 1 TER -2 -1 UTEK -1 1 -1 VECO -2 -1 -2 2 WFR 1 -1 TOTAL -9 -18 -13 10 -3

To: Return to Sender who wrote (10413)	7/5/2003 2:32:46 AM
From: Cary Salsberg	Read Replies (1) \| Respond to of 95487

You are looking at things from the point of view of numbers. I have lived these times. It has been 40 years since I used my first computer and longer since I started following the market. The numbers don't tell the story. The world has changed dramatically and technology has changed the most. The price/performance of silicon has been doubling since the mid sixties. It is doubling now from a very powerful base. The number and importance of silicon applications is accelerating. The introduction and acceptance rate of new applications is accelerating. It will become increasingly more difficult to pick the mines that will strike gold, but the true suppliers of technology's picks and shovels have an incredible future ahead. There is no question in my mind that I have done a good job in identifying the best suppliers of picks and shovels. I am content to hold and wait. I think I have distilled all the wisdom of my lifetime to produce a plan with 8 stocks. I don't mind that there is no agreement with me. The difficulty will come when I must decide to take a 3 to 5 bagger or wait for another double.