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

To: Proud_Infidel who wrote (10820)	8/5/2003 11:47:16 AM
From: Return to Sender	Read Replies (2) \| Respond to of 95888

>This is laughable, as ANY visibility improvement will only mean higher share prices and higher valuations. Do these guys understand the market discounting mechanism? It does not sound so.< If you are wrong and the SOX and most semi equipment stocks pullback say 30% from the highs that have been set recently some time between now and the end of October I wonder if you would be humble enough to admit your over confidence? I doubt it. If you ask me you are strictly a fair weather observer. I have yet to see you add anything useful to this thread. Aside from considerable back slapping for those whom you agree with and constant derision towards opinions you do not agree with you say nothing at all. Give us some meat Brian. Tell us how much you expect the btb to increase in the next 6 to 9 months to justify higher prices? I don't just bring bad news to this thread. I bring all the news I can find that is useful. Sometimes there are opinions that I don't agree with but I don't argue with them. I try to find other opinions that support my point of view at the time. I am smart enough to realize that although the market may look 6 to 9 months out it is not always right about the future when it does so. Even if it is the market can and does trade in ranges before it breaks out higher or breaks down. Was the market accurately predicting the future in March of 2000? The SOX is currently in an ascending triangle formation which could quite easily break out higher. If however Briefing.com is right then it could still break down instead. Only time will tell and CSCO tonight could easily have a big effect on short term market direction. I wish you the best of luck with all your investments Brian but please either expand on your viewpoints with some factual data or historical references or simply don't reply to me in the future. If you have something worthwhile to add to this discussion rather than disagreeing with Briefing.com I am certainly willing to admit you might be right. And you could of course be right that Briefing.com is wrong as well. Now tell me something I don't know. RtS

To: Proud_Infidel who wrote (10820)	8/5/2003 11:49:28 AM
From: Gottfried	Read Replies (2) \| Respond to of 95888

Brian, those 'wait for better visibility' warnings occur so regularly they seem canned. :) PS: KLIC's strength is astounding. Selling half was a [minor] mistake. The other half might be called away next Friday because I had sold $7.50 CCs. Writing CCs is more risky now as it can mean giving up some potential gains. Gottfried

To: Proud_Infidel who wrote (10820)	8/5/2003 11:56:22 AM
From: Pink Minion	Read Replies (2) \| Respond to of 95888

>> Do these guys understand the market discounting mechanism? Is that the same market that discounted the New Economy of 2000? Is that the same market that discounted the recovery of Apr 01 and Oct 02? He states: "KLA-Tencor is currently trading at 74.3x trailing earnings, 50.6x forward earnings , 7.7x trailing sales and 7.05x forward sales" And this isn't discounting to you? I'm curious at what price would you consider overvalued? 100 PE? 200 PE? 15x sales? 30x book? What would it take?