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 282.70

+4.4%

Nov 24 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: scott_jiminez who wrote (3030)	5/5/2002 11:27:26 AM
From: Gottfried	Read Replies (1) of 95464

Scott, extrapolation based on history didn't work for SEMI bookings a year ago and it may well be it won't work now, as you suggested. We won't know for a while. Still it's a useful exercise because it can show us when expectations do not come true. Valuations for some semi equip stocks are so high because investors DID extrapolate [incorrectly] in the past 12 months. What do last weeks sellers know that we don't? Gottfried

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next