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Technology Stocks : Varian Semiconductor Equipment Associates -- VSEA
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To: BMcV who wrote (1116)10/27/2000 9:11:42 PM
From: Proud_Infidel  Read Replies (2) of 1929
 
Bruce,

Thanks Brian for all the work you do on all the semi equip threads.

Thank you very much.

I read them all, but don't post since I know nothing of the business, except that these are great stocks to buy "when there's blood in the street"! (Like now?)


After weeks like this, I question what I "know" since everything seems to be turned upside down, as shown in the prior posts with comparisons to the Current Go-Go stocks.

As for Blood, I would say definitely. Annualizing Q4 revs, we are now trading at a PSR of .69. This is certainly not the type of valuation assigned to cos growing at 30-40%. There is a disconnect here between fundamentals and share price IMHO. "Blood in the Streets" can be a bar set at different levels for different people. I view most, if not all, of the SCE stocks now in Blood territory.

FWIW.

Regards,

Brian
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