The Black Box

[Alex G]

just my opinion, but if i was forced to buy a semi-equip stock, KLIC would be a definite "avoid" due to it's negative book value- $300M in debt, 87M in goodwill, 68M in "Intangible Assets",, what the hell are Intangible Assets?, does that mean "just trust us"?... there are so many more companies to choose from that have very healthy balance sheets... AMAT is of course the blue chip and probably the safest, NVLS LRCX also great blue chips picks

personally i have no interest in buying the semi-equip sector, but if the group was to stage a rally for whatever reason i would select CHPC, just because it would probably over-perform the group, but if this sector takes another downturn it could easily under-perform the blue chip selections... by the way, i bought this stock @ $1.01 on Oct 8 2002 #msg-527763, about 2 minutes after it hit it's all-time low of $0.99, but please don't ask me where i sold it <g>... oy vey

here's one that i hadn't looked at in awhile... EGLS, this one is actually trading below book value... hmmmm, this is more my cup-o-tea, beaten-down over-looked small-caps... look at the move BTUI just made