SI
SI
discoversearch

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.
Technology Stocks : Xicor ?

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: john rentchler who wrote (246)6/23/1996 1:58:00 PM
From: Michael Sphar   of 2920
 
Worried about declining PEs...or Misery loves company...

Revisiting an earlier post, here's a review of several semi co's PEs then and now:
sera-65_60
impx-63_51
cube-45_35 Clearly cube is the winner if declining the worst is the
alsc-36_30 goal followed closely by impx
isdi-35_29
supx-33_29
actl-30_27
tlcm-30_27
atml-24_22
xico-22_19
intc-19_18
altr-19_18

Notably no ranking position changes occurred. This is kinda a good news/bad news thing. Price driven declines are not my idea of a good thing however an earnings driven continuation of this decline could trigger some return of interest to this shaken sector.

Looking at one year % return numbers, all data is taken from SJ Murc. Its interesting to note that 27 of 48 listed companys had negative relative results, 9 more were not calculated due to new issues or negative earnings of the rest heres some percentages by rank:

impx_252 Things to note: Numbers are shrinking in general. xico
cube_174 again ranks in the top 4. A lot of x's in the top end,
supx_129 sound familiar Janice?, but whither xlnx ?
xico_60
cats_55
sdli_42
sili_41
actl_35
seeq_33
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext