SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 166.37+4.4%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: scott_jiminez who wrote (9775)4/21/2001 10:11:23 AM
From: orkrious  Read Replies (1) of 10921
 
....investing contrary to these slap-in-the face indicators would be borderline foolishness if not reckless.


You are certainly correct. However, look at the title of this thread and the valuations of these companies now. NVLS is not that far from its all time high. AMAT is selling far closer to a peak valuation in terms of ratios than it is to a trough valuation. Anyone investing in this industry today has to expect relatively modest returns with decent downside risk. That was not true two weeks ago.

Jay
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News