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Technology Stocks : Semi Equipment Analysis
SOXX 306.28-1.0%Dec 4 4:00 PM EST
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To: Mark Adams who wrote (6407)10/22/2002 10:12:05 PM
From: w0z  Read Replies (2) of 95525
 
Mark, take a look at SWKS (old Alpha Industries AHAA and the wireless part of CNXT). They are now #1 in RFIC's and trade at about 1X sales versus 2X for TQNT and 3X for RFMD. They report October 29 and I think the market is beginning to smell a blowout. Consensus estimates are only $.01 for all of next year and I expect they may do that in their first quarter alone.

Quite a bit of background here (especially posts by All Mtn Ski):

Subject 3117

here: messages.yahoo.com
(not bad considering it's Yahoo)

and a little here: ragingbull.lycos.com
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