Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 296.74

+1.8%

Nov 28 4:00 PM EST

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To: Cary Salsberg who wrote (5511)	9/21/2002 5:21:45 PM
From: kdavy	Read Replies (2) of 95487

Here is my reason for such pessimistic outlook in the near term. I think historic comparisons of p/e of these stocks will tells me that I should worry. If we look at the p/e ratios of mxim, lltc (I am using these two because they have had consistent earnings ie no negative earnings and plots are easier to read). bigcharts.marketwatch.com bigcharts.marketwatch.com It clearly shows that the p/e's in 96 and 98 were much lower then todays p/e's. I have difficulty comparing p/e's for amat and others semi-equipment co. I have to look at xlnx and altr numbers also and will post them. If I remember correctly the p/e's for mxim and lltc were in high teens. Can we reach those numbers this time certainly possible. That will the price of lltc in 14-15 range (guess) and mxim 17-18 range. Is this going to happen, I don't believe so. But I want to be ready for eventuality. Because that time will be the best time to buy/or at least be able to survive with what I have. I don't know how to evaluate amat and nvls. Now you see my despair. Any comments will be welcome. kdavy

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