Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 306.28

-1.0%

Dec 4 4:00 PM EST

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To: Return to Sender who wrote (10128)	6/14/2003 9:26:03 PM
From: Sultan	Read Replies (1) of 95525

Re. profitable company, true enough.. That just means that this go around, at least early going, quality of offerings will be better.. That is good.. But on the other hand, this also feel like a test case for others to start trickling out.. Gradually whipping up the crowd if Nasdaq momentum lasts.. What is interesting to me re. FORM, although I have yet to compare them to other existing companies, is the impression I have that there are other profitable companies out there where the market cap, based on sale multiple etc. is lower then FORM.. May not be in the exact same sub sector but may be generally in the same neighborhood.. I could be wrong.. I guess we could do some screening based on that and see what shakes out..

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