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: Ian@SI who wrote (123)	5/27/2000 9:37:00 AM
From: Zeev Hed	Read Replies (2) of 276

Ian, I am not a pessimist by any mean, I have stated that some time in the near future we are going to go back into a major bull move till at least the elections. What I said is that the peak in prices for the semi equip (not the chips themselves) for this cycle has been reached IMHO. I expect the rally to get to these earlier peaks or just under these) in this coming rally, higher for the big diversified one, lower for the smaller specialized one. Let me ask you how high do you think AMAT will go in this cycle and what will its forward looking PE be at the top of the cycle? Zeev

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