Anthony @ Equity Investigations, Dear Anthony, Message Board

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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony,

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To: ZenWarrior who wrote (69985)	4/14/2001 5:30:29 PM
From: GREENLAW4-7	Read Replies (1) of 122087

ZEN, were you around in 94-95? Tell me do you compare the current inventory glut with that of 94-95? Didn't these stocks trade at levels in 94-95 that are like 3 times lower then todays prices? Did these stocks have better fundamentals in 94-95 then today? Also wasn't the NASD at like 500 in 95, so shouldn't these companies in the SEMI industry fall like from current levels of 20 to like 4-7 to be at comparative levels of sales and inventories to that of the 95 level. I belive semi's are reminding me of the disk drive makers in 97! Good luck if your long!! That Lam research report was hurendous!! No punn intended but I think NASD should be no higher then 500-800 at current valuations!

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