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

To: Donald Wennerstrom who wrote (11206)	8/24/2003 6:03:53 PM
From: Return to Sender	Read Replies (2) \| Respond to of 95632

AMAT is the gorilla in the semi equipment industry just as INTC is the gorilla in the CPU industry. This weekend I have brought articles to this thread that would seem to point out the distinct possibility that INTC's recent increase in orders has not been borne out anywhere else along the supply chain. INTC is at the top and they are getting orders from all the major computer manufacturers. But where do we see unexpected growth elsewhere? Who does AMAT buy to get it? I could see INTC buying SNDK. But why ASML for AMAT? INTC is more than a CPU company these days but regardless of its acquisitions, or in house development of new forms of technologies, it is such a large company still more dependant on CPU sales that it will never see share price growth in the way that a smaller highly successful company will from the bottom of any bull move whether it is within a bull or bear market. In my humble opinion Cary is wrong about his favorite stocks. I don't believe that they will never be in the top ten list of performance from the bottom to the top of this or any other future cycle. What they have offered is less risk throughout the downturn because they are such terrifically run companies that they still garnered tremendous institutional support even in the darkest days of the past three years. Each week you put up table after table which show that the best performing stocks from the bottom are all too often the worst performers from the top. And there will be another top. In the meantime AMAT and INTC can buy out all the companies they like but they will never outperform the stocks of smaller rapidly growing niche companies from the bottom of a cycle to the top even if they do. INTC will not outperform SNDK from the bottom to the top of this cycle and AMAT probably won't even outperform KLIC which is already up 493%: Message 19237886 Now I realize KLIC is hardly a good comparison to SNDK but it certainly has been on a tear since it hit bottom. A much better performer than AMAT. One thing I think is certain and that is that Cary's stocks will survive until the next cycle although ALTR and XLNX might as well merge. Just my humble opinion, RtS