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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 148.32-3.3%3:59 PM EST
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To: orkrious who wrote (10357)5/3/2002 9:35:47 AM
From: Robert Douglas  Read Replies (2) of 10921
 
Look at your P/S ratios with current prices and see how ridiculously expensive these things are.

Yes, P/S ratios are high for the semi-equip stocks - well at least the leaders. But this is clearly a function of their high profit margins. If you want to argue that these high profit margins are a relic of better times past, then your going to have to convince me that this cycle is somehow going to be different.
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