Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 296.74

+1.8%

Nov 28 4:00 PM EST

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To: zonder who wrote (7321)	11/29/2002 12:56:22 PM
From: Lizzie Tudor	Read Replies (1) of 95487

Do you think cash levels are skewing the PEs in the Sox? I know thats happening in comm equipment and software but the sox has a more traditional runrate going. Any index that includes software avg PE is useless for this reason. I'd love to get the enterprise value of the S&P for bear period 70s and 30s but no luck finding that data (yet). Lizzie

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