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: scott_jiminez who wrote (4646)	8/6/2002 7:37:10 AM
From: orkrious	Read Replies (3) of 95530

scott. the middle paragraph in your post was superb. expanding it a little further, people who compare today's valuations with previous troughs miss the point that the future for these companies is not as bright as it was at other troughs. consequently, the stocks don't even deserve a valuation comparable to those times. It is not that the companies won't prosper in the future. they will. but will they ever go back to the bubble days? the answer is no.

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