Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 319.58

-1.6%

4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Gottfried who wrote (13476)	2/22/2004 8:49:05 PM
From: Nancy	Read Replies (1) of 95694

<<One was quoted in Barron's and said he'd be a buyer after a 10-15% Naz correction. That doesn't sound like he thinks stocks are overvalued here. You don't buy overvalued stocks at a 15% discount - hoping they'll get overvalued again.>> forget about valuation. as long as bond yield stays this low, WS only looks at "relative valuation" - meaning to compare with how much you get from investing in bonds. dont think for a second that is the "traditional" sense of valuation. just my 2c here. a 10-15% correction then a 10-15% bounce - why not ? for those who are very long semi equipment stocks and do not take any protection (selling covered calls or buying puts), their portfolios already lost at least 15-20% of value from the top.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next