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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: DebtBomb who wrote (54565)4/22/2002 6:31:45 PM
From: Steve Lee  Read Replies (1) of 99280
 
"Bookings improved for 4 months, but not billings??"

I guess that means the lead time on semi equip is longer than 4 mths.

Look at it this way, if we get a b2b of 1.04 every month, then that means that the semi equip revs would grow by 17% annually.

So put very simply any semi equip company out there with a PE of less than 17 is probably fairly valued.

A PS of 26 though, is probably a little overvalued, so I feel OK about my LLTC short.
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