Formerly About Applied Materials 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.

Politics : Formerly About Applied Materials

AMAT 297.57

-6.6%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Sonki who wrote (4609)	5/17/1997 2:37:00 PM
From: Q.	of 70976

<< John Thank you very much for a lesson on PSR. I love to learn things like this.>> <<Please recommend a goold long term ( 1yr)semi equipment stock>> I think that teaching somebody to fish is more useful than just giving them a fish. When you asked for an explanation of PSR, you asked to be taught how to fish. Then you asked for the fish. Oh well .... here's a fish: ASYT and UTEK are now the cheapest semi equip stocks I follow, based on how their PSR and p/e ratios compare to their historical ranges. BRKS isn't quite as cheap as those two, but it offers less risk since it is the supplier of robots to Novellus, Lam, TEL, and just about every front end company except Applied, and even Applied might be added. Buying BRKS as a single stock is like buying a basket of almost all the front-end semi equips.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next