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Politics : High Tolerance Plasticity

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To: Warpfactor who wrote (1470)3/13/2001 10:33:21 AM
From: cnyndwllr  Read Replies (1) of 23153
 
Warpfactor, I look at cash, debt, and p/sales and then look at trailing and projected earnings. I also think that book value can be misleading since the co. puts its own values on its assets, including goodwill at times.

On the subject of the semi-equip companies, I wonder if we can ever have a real bottom while those companies are holding up. During the last two very down days, Amat and nvls and some others were actually holding their prices and going up. I read where the thinking was that they had based and would be the first to recover. That doesn't sound like capitulation to me.

Is it time to buy more mvk? Ed
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