SI
SI
discoversearch

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 283.58+0.3%Nov 25 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Kirk © who wrote (3034)5/5/2002 3:03:53 PM
From: Cary Salsberg  Read Replies (1) of 95471
 
I think you need to reconsider your statements. There is a basic inconsistency in them.

You referred to 6 of my 8 favorites and suggested that 4 will not do well, but 2 will.

First, I have followed all very closely and I would not want to make a case that some valuations are significantly more reasonable than others.

Second, I think it is silly to think that the best semi companies will not sell product, but there will still be demand for the products of the best semi-equips. History is against that argument and it is joined by current valuations and current reported business.

Third, LLTC, MXIM, ALTR, and XLNX are unusual in that their product is sold into all technology markets. Granted, much of the bubble growth went to comm companies, but this revenue has shrunk considerably.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News