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

To: Donald Wennerstrom who wrote (13356)	2/15/2004 6:31:13 PM
From: Donald Wennerstrom	Respond to of 95761

Here is an excerpt from a recent CSFB report on AMAT. <<We believe AMAT has visibility for sequentially higher orders in both April and July quarters. October visibility still murky and dependent upon (1) accelerating end demand for electronics, (2) second tier chip companies ordering, and (3) new fab announcements from first tier companies. We continue to believe that the equipment cycle, while strong in the 1H should begin to flatten in 2H - in addition at current rate of capital deployment, it is more likely that the capex cycle peaks in 2004 and sees negative growth in 2005.>>

To: Donald Wennerstrom who wrote (13356)	2/15/2004 7:57:37 PM
From: Kirk ©	Read Replies (1) \| Respond to of 95761

FWIW, I've taken profits in Agilent... More than once... but it is still more than 4% of my personal & Newsletter portfolios. Unlike the others, I've not had an opportunity to buy any shares back for additional profits. I've had much better luck doing that with CACS, LRCX, UTEK and to some extent GEOG (a penny stock that looks to be breaking out... again.) Lets see if I can dig up a chart for GEOG suite101.com Sometimes it is better to have a stock you like that doesn't go straight up. Thanks for your interesting table expansion this week. I think you are showing that the "experts" really don't follow fundamentals. By the time fundamentals tell us something, it is probably too late. I think to be successful in this sector we really need a deep understanding of what is going on. For me, that means knowing that the World is going to be pretty much run with semiconductors and buying the quality SemicapX stocks is similar to buying options on Intel, MXIM, etc that don't expire. Having former process engineers and IC designers in this forum sure is nice to bounce ideas off each other. :)