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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: The Ox who wrote (2897)4/25/2002 10:55:21 AM
From: Cary Salsberg   of 95515
 
I don't think current revenue is too useful since we all know it is trough revenue. Enterprise value is important and so is the estimates of future losses, both magnitude and duration. Most important is future expectations when business turns up. Here a discussion of market share, growth of markets, and competitive position are key. I admit that these are more difficult, but without these, I just stay away whatever the ratios say.
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