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Semi-Equips - Buy when BLOOD is running in the streets!
An SI Board Since June 1996
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10921 222 0 LRCX
Emcee:  Cary Salsberg Type:  Unmoderated
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10371I wrote this elsewhere, but it should help with your question: <I>Why I lKirk ©-5/6/2002
10370Paul, the end of Moore's law is not going to affect the semi equipment cycleGottfried-5/6/2002
10369Paul, I cannot add to discussion of Moore's law, but I can use a search engiGottfried-5/6/2002
10368Gottfried, Look what happened when orders crossed shipments. It appears that boPaul V.-5/6/2002
10367Gottfried and threaders, We must remember that the institutions got into AMAT eaPaul V.-5/6/2002
10366You are correct, "a huge PE doesn't mean they are cheap". You areCary Salsberg-5/4/2002
10365<i>Yes that is what cyclical growth companies do. </i> No, not exacorkrious-5/3/2002
10364<i>these things are toast. </i> Well, there you have it. Silly me,Robert Douglas-5/3/2002
10363RE: "...they sell at peak multiples when we are at a business trough."Cary Salsberg-5/3/2002
10362<i>Yes, P/S ratios are high for the semi-equip stocks - well at least the orkrious-5/3/2002
10361In only another 3-5 decades, those of us still alive may witness the end of the Ian@SI-5/3/2002
10360<i>Look at your P/S ratios with current prices and see how ridiculously exRobert Douglas-5/3/2002
10359I like your take.willcousa-5/3/2002
10358Interested in your comments on CYMI. They make the lasers for modern photolith tmaceng2-5/3/2002
10357I reiterate my belief that virtually all of the semi equips will break sept lowsorkrious-5/2/2002
10356I post my transactions at the AMAT or "Full Disclosure" thread. TodayCary Salsberg-5/2/2002
10355Cary, LLTC and ALTR are the only two in top of your buy price range now. Are ySampat Saraf-5/2/2002
10354Knip, There was a video clip linked on the Cymer thread to an interview with itRobert Douglas-5/2/2002
10353RE: "... it's different this time." I have been saying this for aCary Salsberg-5/2/2002
10352Robert, Thanks, I understand what you're saying, but I feel that CYMI has gDale Knipschield-5/2/2002
10351<i>Surely not CYMI with its PE of 478? (429 as of this hour).</i> YRobert Douglas-5/2/2002
10350Cary, it's different this time. In the past [since Jan '95] after SEMI oGottfried-5/2/2002
10349RE: "...what should we be buying?" After long hours of careful thoughCary Salsberg-5/2/2002
10348Not CYMI. Fine company but not CYMI. Puts?BWAC-5/2/2002
10347So, gentlemen, what should we be buying? ATML, VTSS, ?????????? Surely not CYMDale Knipschield-5/2/2002
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