Semi Equipment-Sell when they're singing in the streets Message Board

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Technology Stocks : Semi Equipment-Sell when they're singing in the streets

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To: Cary Salsberg who wrote (7)	2/23/2000 8:16:00 PM
From: Investor2	Read Replies (1) of 276

Re: "The previous cycle saw peak prices ~ 20 times peak earnings and with an ~ 1 year lead time." Do you think it is appropriate to consider the overall market's direction, stability, and valuation in your assessment of the semi-equips? The overall market conditions during the next cycle peak may be quite different than the conditions during the previous peak. Could this change the peak P/E, etc.? Best wishes, I2

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