Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: Return to Sender who wrote (3576)	6/20/2002 5:33:07 PM
From: The Ox	Read Replies (2) of 95530

We're getting closer to "the" bottom. The real issue is where. No need to try and guess, it's time to just let the washout finish before starting any new long positions. I've only started one long term position in the past few months, AHAA and it's off 18%. I'm waiting until a clear turn is seen before any more moves. I'm very close to dumping my new AHAA position and taking the loss. P/S are much more attractive for this group... Here's an update on the list I posted a month ago: Updated price to sales ratios - based on sales = 4*last qtr revs symb #shs rev rev/sh price newP/S May 21 exar 39 15.5 0.40 18.30 11.51 14.91 rfmd 175 100 0.57 6.50 2.84 8.01 tqnt 132 62 0.47 6.45 3.43 5.38 anad 31 19.5 0.63 7.30 2.90 4.37 ahaa 45 28 0.62 5.70 2.29 4.22 gspn 153 87 0.57 3.60 1.58 2.53 cnxt 256 241 0.94 3.90 1.04 2.18 cltk 12.2 13.2 1.08 6.95 1.61 2.01

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