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Strategies & Market Trends : Value Investing
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To: Allen Furlan who wrote (11205)10/2/2000 12:44:46 AM
From: jeffbas   of 78669
 
I do not know ISSI. However, these kind of stocks are now breaking support levels and still have ridiculous trailing P/E's (37 in this case). The semiconductor industry is a growth cyclical industry. If it was copper you would see trailing P/E's on peak earnings of 6-8. Add some secular growth to the mix and P/E's should be 5 times as high? Not in my opinion. My SEMI, which I have mentioned on this thread, the 5th largest semiconductor distributor, is growing both sales and earnings as fast as any semiconductor manufacturer. After the Q3 report, it will have a trailing P/E of 9 at $20, which is a sane valuation.
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