Semi Equipment Analysis Message Board

STOCKTALK

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 Equipment Analysis

SOXX 330.38

-4.4%

4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Return to Sender who wrote (691)	6/12/2001 11:42:03 PM
From: Cary Salsberg	Read Replies (1) of 95863

RE: "I am going to assume there is little chance that the NASDAQ or SOX will decline substantially because investors are already afraid they missed the bottom. and ...PE's are high now in the group." Everyone seems to be ignoring the Lucent manager who said that the telecom business might stay down for 12 to 18 months. If telecom business stays down, chip business stays down, and semi-equip business heads towards zero. In this scenario, investors will eventually realize that they did not miss the bottom and PE's will be even higher for chips and E will turn negative for semi-equips. What is the probability for this scenario? It was supposed to decrease as the year went on, but it seems to be increasing. The malaise has spread to Europe and, recently, reports indicate to Asia and South America. Among my favorites LLTC and MXIM have the least downside business risk and AMAT, ASML, KLAC, and NVLS the most.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next