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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Mason Barge who wrote (4893)	2/19/1998 6:59:00 PM
From: Ramsey Su	Read Replies (1) \| Respond to of 10921

Mason, I really don't follow this sector enough to distinguish the merits of each company. If you have the data handy, I actually am curious as to how far off the lows from last year are most of these companies now. As far as general comments, I remember there were a lot of talk of consolidation in the industry, in addition to some of the M&As that had already occurred. Would it make sense for AMAT to be buying to complete their plate and who should they be buying? How about mergers so they can compete with the likes of AMAT? On the semi side, are there Taiwan, US or European companies who can take advantage of weakness in Korea and Japan to shake loose their historical stronghold? What is the right strategy if the above scenario is true? At this writing, I am with the school who believes the other shoe has yet to drop. Though missing on a good rally now, I believe (wishful thinking) that a better opportunity is down the road. Ramsey

To: Mason Barge who wrote (4893)	2/19/1998 7:01:00 PM
From: spiny norman	Read Replies (1) \| Respond to of 10921

Mason, if you like these sort of tables there is a guy named Wennerstrom (sic?) that regularly posts a large list of semi equip stock ratios on the FSI International (FSII) thread. regards, spiny

To: Mason Barge who wrote (4893)	2/21/1998 12:26:00 AM
From: Jerome	Respond to of 10921

Good Job Mason, Have done about the same as you but added two quantifiers. l) Which companies have exceeded earnings expectations. 2) Which companies earned the most per share last quarter (COHU). With these two quantifiers in place the list gets a little smaller. I'll try to do the math in the next couple of days and post it . I believe that earnings per share are important because over a prolonged period of time the share price will reflect the higher earnings. Kind of a show me the money theory. I do not know of any historical period of time when the AMAT threads sounded with so many divergent opinions. I personally do not know how things will play themselves out over what period of time, but I do know that buying AMAT at 35 to 39 per share is like getting a chance to buy Dell or MSFT at at half their current prices. Great companies are like great novels, you dont't recognize the greatness until 25 years after the first publishing date. Jerome