Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 292.04

+2.4%

Dec 18 4:00 PM EST

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To: Return to Sender who wrote (3291)	5/25/2002 9:26:51 AM
From: Crossy	Read Replies (1) of 95611

RtS, the problem with Price Earnings ratios is its lagging nature. Especially when you do not exclude the one time charges you incur when you streamline your opration.. In fact investing on PE ratios is the thumbest thing I ever heard of. You would always enter at the top of an economic cycle. Pretty bad proposition. The PE punditry takes you right into the poorhouse... In fact Dow Jones and Reuters posted that corporate earnigns are up for the first time, up almost 1% this quarter.. I think there's more to come.. Better look to top line indicators. Sales, and gross margin trends are way more important. Profit is a RESIDUAL figure. Even cash flow is more important.. I think we will be climbing a wall of worry. The $2 trn on the sideline is an indication of that. The wall has been built. The economy will beat the drum and play its tune.. rgrds CROSSY

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