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Strategies & Market Trends : Steve's Channelling Thread
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To: mishedlo who wrote (7771)11/13/2000 6:57:43 PM
From: Rashomon  Read Replies (2) of 30051
 
Mishedlo, the scary thing is how many high-growth value stocks that have been created in the last couple of months. I'm still holding one of Tim Lamb's favorites, the semi test equipment maker LTXX. Earnings are projected at $2.20/shr for fiscal 2002, they're running a substantial backlog, they're growing market share, and their segment of the semi market, system on chip test equipment, is growing faster than the market as a whole. They've gone from a peak near 50 to 12, and I thought I was buying at the bottom with an average price of 13 1/2! The semi-equipment market is full of these things, to the point where scavenger Marty Whitman at the Third Avenue Value fund is starting to pick up semi-equipment stocks again. Zeev may be right about an early peak to the semi-cycle, but there's a number of respected analysts who are indicating that back-end equipment sales will be strong through 2002. It'll be nice to have a winner to this election, though that may not fix all the NASDAQ woes.
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