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

To: Sam Citron who wrote (11435)	9/4/2003 12:46:21 PM
From: C_Johnson	Read Replies (1) \| Respond to of 95622

Hello Sam, Part of the fate of the newsletter writer is being remembered for the ones that get away. <g> Fate or curse? Either way, it's something I have to bear. <g> Of the three you mentioned the one I feel that we should have added was KLAC. This one clearly is the leader in their space and even though AMAT and their PDC division have been doing well in this segment KLAC still holds a solid position looking forward. I see issues with ASML which I will not go in to here. We can discuss this one in private if you like. In the end they are all up so having a piece of each one would have made sense. Again, shoulda, coulda, woulda. On the other hand, you mention PHTN which has been good to us. AMKR along with some of the small-cap plays, are also performing very well. As you know I tend to be conservative with my asset allocation strategy. Sometimes, too conservative. Regardless, this has been a good year. I am hopeful that it will continue while at the same time I am not about to throw caution to the wind. Regards, Carl