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Technology Stocks : Semi Equipment Analysis
SOXX 309.40+1.0%Dec 5 4:00 PM EST

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To: zonder who wrote (7108)11/26/2002 9:59:27 AM
From: Cary Salsberg  Read Replies (1) of 95530
 
You appear to have chosen NVLS because of the PE numbers. NVLS has traditionally been the most profitable semi-equip and the leader in technology. Copper, a NVLS strength, is being rolled out. 2 times book, a trough floor for semi-equips, is ~$26 for NVLS. If you are making a short term move, you can choose to wait for the NVLS mid-quarter report after the market close today and watch the reaction, or you can bet on your prediction beforehand.
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