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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: Terry Whitman who wrote (85051)3/24/2001 12:39:37 PM
From: ild  Read Replies (1) of 436258
 
Bears days are numbered
Terry, yes, Naz fell significantly, but if you look at individual stocks they are still very expensive. The stock market bubble was just too huge.
Semi stocks must be halved and halved again. Semi margins are in a free fall. I work for semi company. Last few year growth was unsustainable. Projected growth rate was unrealistic. AMAT asked suppliers to cut prices by 30%. Their (suppliers) margins will be cut 70%. Earnings will be cut 90%. P/E goes up tenfold. Right now most bad news are ignored. It's called denial.
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