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Technology Stocks : Semi Equipment Analysis
SOXX 306.28-1.0%Dec 4 4:00 PM EST
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To: Return to Sender who wrote (6389)10/22/2002 10:06:23 AM
From: BWAC  Read Replies (1) of 95526
 
RTS,

Let go a little more. At this point in time, the bottom has little to do with any certain past PE number in my opinion.

The bottom does have to do with the decisions companies are making. Decisions related to lowering cost structure and decisions related to capital spending.

The bottom is in when companies begin to increase capex and when the benefits of lower cost structures begins to show in increased earnings. A look toward company reports, progress to date, and corresponding forward statements. All taken together.

The bottom is in when companies are profitable at todays sales level. The variable factor is when companies begin to increase capex, thus increasing sales and profits for other companies. Followed by a constant stock price increase, even as PE ratios fall.
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