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Technology Stocks : Semi Equipment Analysis
SOXX 302.84+2.0%Dec 2 4:00 PM EST
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To: Donald Wennerstrom who wrote (12448)11/9/2003 11:50:00 PM
From: Return to Sender   of 95515
 
Michael mentioned something that I believe will be very important to us in the future Don concerning earnings but we should try for even more.

If we could take your tables and establish book value ratios, P/S's and PE ratios at the bottom of the cycle compared to the actual top we would really have something.

Or at least I think we might.

Thanks, RtS
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