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: Investor2 who wrote (8)	2/23/2000 9:32:00 PM
From: Cary Salsberg	of 276

Variables are EPS and PE. These are the key to our discussion if you believe in the cyclical nature of semi-equips and the tendency of the market to severely over/undervalue stocks. Previous cycle numbers are the jumping off place. It is appropriate to consider...(your stated factors). It is necessary to quantify them relative to the previous cycle to meet the objective, sell targets.

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