Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: scott_jiminez who wrote (1140)	9/10/2001 6:20:29 PM
From: Will Lyons	Read Replies (1) of 95530

Scott How far down does the relation between size and overbubblemania go? Ifr the big caps are overpriced relative to the midcaps does that extemd down so that the microcaps are an even better bargain? Because of their relative illiquidity it may be prudent to be more diversified but many are at less than ten times earnings, below or near book, and with cash a major asset.

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