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Technology Stocks : Semi Equipment Analysis

SOXX 312.18

-0.2%

Dec 9 4:00 PM EST

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To: Donald Wennerstrom who wrote (53938)	9/27/2011 6:26:30 PM
From: rich evans	Read Replies (2) of 95546

Interesting to see what a low PE JBL is selling for as well as its competitors like SANM and FLEX. This must be based on low growth expectations and risks from their business model of low margins. Back in the good ole days of 2000 these same stocks sold for 30PE but they were growing fast at about 25% per annum. Still these stocks seem undervalued .But times have changed for all tech whether CISCO, MSFT or INTC. Even apple is just 15 PE despite its favored status. Still a 9 PE seems low for the EMS companies. Ricjh

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