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Technology Stocks : Semi Equipment Analysis
SOXX 291.39+2.8%Nov 26 4:00 PM EST

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To: Donald Wennerstrom who wrote (5547)9/22/2002 1:06:37 PM
From: Return to Sender  Read Replies (4) of 95479
 
This may be the single best table you have put together so far for us Don. Can you give us similar data for the SOX components? I realize BRCM was not in the SOX then so that is not likely to be possible. At any rate this table points out that on a historical basis we are very, very close to bottom no matter what P/E's may be. Of course history does not rewrite itself exactly.

RtS
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