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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: Zeev Hed who wrote (66594)5/17/2002 5:26:43 AM
From: Earlie  Read Replies (4) of 99280
 
Zeev:

Excellent list of Vaderian targets,... and I am in agreement with your target prices.

In less than two weeks, we will commence the Q2 "warnings" season. The current euphoria in tech land is going to be put to the test as sales and pricing have been ugly more or less right across the board.

You have to love a market that will drive an AMAT to close to $27.00 on a $0.03 of earnings this quarter (which derived from interest in any event). Now let me see,... does that work out to a PE that exceeds 200? (g)

Best, Earlie
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