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Technology Stocks : Varian Semiconductor Equipment Associates -- VSEA
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To: Proud_Infidel who wrote (1118)10/27/2000 9:54:13 PM
From: BMcV  Read Replies (1) of 1929
 
PSR < 1 has usually been a good indicator, though some people use PBR < 1. But in the past, at least as long as I've been following this group (4 years), these valuation bottoms correspond with lousy operating results. So what's going on?

And even if we are in some sort of super-cycle, which I find perfectly plausible, won't there be so many people looking for the exits that these stocks may not exceed the recent highs until the next cycle?

So the JoJo's of the world will win (can you believe CNBC saying he's been proven right?) simply by playing on people's fears.

From time to time I get so sick of the gyrations in high tech that I want to ditch them all and buy deep value, like the auto parts suppliers, or agricultural equipment, or local banks. Now at under ten times next year's earnings, my high tech companies (KLIC, TER, BRKS) are valued on par with those stocks!
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