Semi Equipment Analysis Message Board

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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 (7289)	11/28/2002 11:13:08 AM
From: Kirk ©	of 95531

I don't own NVLS as I find better stocks to suit my goals. My point was to warn that PE is not the best of indicators... mix it with growth and average earnings trend over many cycles and I think you have something. Still, it is a comparison. These stock are more like options on the semi stocks... so you get far more swing from them. IF Intel can raise FLASH prices... these stocks will go up. More revenue for the semis means more equipment buys and higher earnings. Nobody knows ahead of time what will happen as the only leading indicator seems to be price and that is sometimes short lived if the upswing is short such as we had this year. Kirk

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