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Technology Stocks : Semi Equipment Analysis
SOXX 295.15-2.3%4:00 PM EST
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To: Gottfried who wrote (1193)9/24/2001 11:53:23 PM
From: Donald Wennerstrom  Read Replies (1) of 95396
 
Gottfried,

<When the time comes let's remember that 'when fundamentals are at their best, large cap equipment stocks tend to offer the highest downside' Another 18 months?>

Well, we have just experienced that 18 months of downside valuation. Valuations of EPS and growth are almost identical now compared to Oct 1998. Time to start the Oct 98 to Mar 2000 cycle at this point - or do we have to wait 2 to 3 months yet?<gg>
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