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Strategies & Market Trends : P&S and STO Death Blow's
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To: ajtj99 who wrote (5365)8/19/2002 12:08:05 AM
From: 16yearcycle  Read Replies (2) of 30712
 
well at nas 1000, you can be sure that the semi equips will be selling at the lowest point ever in terms of p/b, with no goodwill included and they all, the leaders, have much more backlog than at previous correction lows. I think comp 1000 gets you about as demonized as comp 800, frankly.

Hey: we will see. imo, anything can happen, and the bias is down. If intc goes back to a pe of 10 the sox will be around 150, i think. INTC can go to a pe of 10.
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