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Strategies & Market Trends : Value Investing

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To: Shane M who wrote (40612)	12/15/2010 11:58:18 PM
From: Jurgis Bekepuris	Read Replies (1) of 78719

I looked at both INTC and TSM again. They have the same issue in my view. They have great 2010 results so far, but this comes after very lackluster 10 years. Obviously 2000 was a great year for semis, but INTC only exceeded 2000 EPS this year. Looking 2000-2009 there is pretty much no EPS growth and I'm not sure if there will be much going from 2010. I am afraid 2010 may be a toppy year again and we will go down to flat from there. Like you say, TSM has better numbers, but higher valuation. For now, I am not sure I want to buy either. Although there is a chance that I am missing a great bargain if tech gets love again.

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