Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

4:00 PM EST

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To: Kirk © who wrote (5839)	10/5/2002 1:40:20 PM
From: Donald Wennerstrom	of 95526

Kirk, <<I wonder if it makes more sense to now look at cash levels and cash burn rates?>> I think they are an important part of the entire picture for a stock, but not necessarily more important than other "factors" that get thrown into the evaluation of a specific company. I suspect that several of the companies in the group are going to have a problem with the cash issue if this down turn becomes more and more prolonged. That's one reason why some of them "disappear" as time marches on. Looking at the balance sheet of some of the larger and stronger companies in the Group, the cash issue seems to be holding up quite well to date. Don

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