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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 226.53-1.2%3:59 PM EST
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To: Q. who wrote (6326)7/21/1998 12:49:00 PM
From: Investor2  Read Replies (1) of 10921
 
Re: "Others have posted, in effect, that "it's different this time", because the stock market as a whole has had a multiple expansion. Maybe that's true. But then why hasn't the multiple expansion of the market applied to the smaller equipment players, too? They are, after all, still trading near the bottom of their historical multiple ranges."

The smaller semi equip companies are not the only small companies which have not been granted P/E multiple expansion. In fact, I've heard that the ratio of large cap multiples to small cap multiples is at an historical high.

Best wishes,

I2
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