Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 158.70

+1.0%

Dec 5 9:30 AM EST

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To: Cary Salsberg who wrote (3182)	10/31/1997 3:49:00 PM
From: w0z	of 10921

Cary, at yesterday's price of $42, NVLS is trading at a PSR of 1.6, which is well below AMAT (at 3.3) and others. Why would you expect it to get to a PSR of 1.0 (at $27)? Is the PSR data on the SI Profiles wrong? I just bought another 1000 shares because I thought it was a better bargain than AMAT. OOPS! It looks like SI halved the number of shares outstanding when it split rather than doubling. This made the market cap half of what it should have been. Therefore their PSR is about 3.2 which is inline with the others.

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