Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: aniela who wrote (11843)	9/25/2003 10:50:27 PM
From: Crossy	of 95567

wiesia, you can add KLAC and TWAV on the Nasdaq and Jeol Ltd. listed in Tokyo - (6951.J). Also maybe AUGT and RTEC on the NAZ. Fair value ? Hard to say.. Intel and other bellwethers were holding off semeq investments in the last 2 years.. In the past I liked to buy them when Price/Sales was lower than 2. Marketcap might be a proxy of things to come.. you are right, the market IS rather smallish compared to the rest of the semi equip universe.. rgrds CROSSY

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