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Technology Stocks : Semi Equipment Analysis

SOXX 318.06

+1.4%

Jan 5 4:00 PM EST

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To: The Ox who wrote (9378)	4/10/2003 1:09:50 PM
From: Kirk ©	of 95675

wrt the DOW PEG, it is a bit misleading, imo, because of a few stocks that are trading at a very significant premium and I can easily single out MSFT specifically. Remove this one from the group and the PEG drops substantially. Yup, also many stocks like HPQ are writing off excesses from mergers, etc. but are now quite profitable on an operating basis. I read an article for the S&P showing it was still over valued on reported earnings of $28. Well, that sum included the 10's of billions of writeoffs for companies like AOHell... I think AOL wrote off more in the last 12 months than its current market cap! They can't do that again so using that number to project the future doesn't make sense yet people do it constantly. I actually think the market is about fairly valued right now... if we get a double dip, then it will go lower and if we get a recovery soon, then it should go higher.

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