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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (8562)	1/23/2004 11:23:01 AM
From: Cary Salsberg	Read Replies (2) \| Respond to of 25522

Hi Bob, I think you should provide us with the CY05 numbers for COHU. I have been considering a timely transfer of my $$ in AMAT, ASML, KLAC, and NVLS to ALTR, XLNX, LLTC, and MXIM. This is a very difficult problem of valuation and cyclicality. My current assumption is that the 4 very high quality semis are much less cyclical, if at all cyclical, than the 4 semi-equips. I am still working on my valuation model for the 4 semis. I also tend to believe that the semi-equips are less cyclical than they have been historically.