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 299.81

+2.7%

Dec 19 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 (1642)	1/14/2002 7:07:16 PM
From: Crossy	Read Replies (1) of 95616

RtS, thx for your reply and personally I couldn't describe this stock better: great valuation and alonger term keeper but no immediate momentum (too early in the cycle I guess). From your list of tickers in comm ICs I also do own some AGRa. Was brought in by their low PSR ratio and their compound semi capabilities.. Apart from the tickers you listed I would also add MSCC and probably also FCS and ATML to your list of tickers. I feel "comm ic's" are at least matched by their internal capabilities (SiGe at ATML, III-V MAterials in MSCC and FCS case). Another comm related semi niche seem to be clock sources for high frequencies (like SONET clock chips). I found CTS in this area with a very low Price/Sales ratio below 1.. all the best CROSSY

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next