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Strategies & Market Trends : Value Investing
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To: quartarpint who wrote (11212)10/2/2000 7:28:41 PM
From: jeffbas  Read Replies (1) of 78702
 
I said that SEMI at $20 was a "sane valuation". I did not intend that anyone buy it at that price. SEMI won't resist a sustained downtrend in tech stocks, and low P/E's can get lower. That said, SEMI will do about $150M sales for Q3, and make around $1, with a book/bill over 120%. The recently announced addition of the large ON semiconductor line will add to future sales levels and adds a measure of insurance against a near term downturn in results. (Long term the semiconductor business is cyclical and all companies related to the industry will eventually experience a downturn in results.)
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