Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 296.92

+0.1%

Dec 1 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: zonder who wrote (7289)	11/28/2002 12:05:50 PM
From: Proud_Infidel	of 95501

zonder, How many semi cycles have you been through? When(Not If), the semi cycle turns, NVLS, AMAT and the like are in a position to see their EPS grow substantially. Kirk is right on about the equipment stocks being almost options for semis and PE's virtually meaningless at this point in time. When the turn comes, and it will, it will most likely be longer and more violent than you would ever think. Has happened every time since I have been in the space and I see no reason why this time will be different. Brian

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next