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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (30120)	5/13/1999 10:42:00 AM
From: Gottfried	Read Replies (2) \| Respond to of 70976

Ian, the point is that the semi equip sector is NOT undervalued when compared to the DD sector. The Yahoo note posted by Klaus had made that assertion. You replied to Klaus... Klaus, Thanks for the interesting table. In addition, the Semi Equipment sector is at the bottom of its cycle and just starting up. This is not the case for any of the other tech sectors listed. If any sector is "just starting up", it is the DD sector. That's my point. Semi equips are more than half way up their cycle from the bottom. Gottfried