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Technology Stocks : Semi Equipment Analysis
SOXX 306.040.0%Dec 26 4:00 PM EST

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To: Return to Sender who wrote (6871)11/13/2002 8:19:20 PM
From: Gottfried  Read Replies (2) of 95639
 
RtS, market P/E doesn't matter according to a study co-authored by Ken Fisher [Forbes]. Backlog is decreasing: just check how much higher it is than at other bottoms. There have been only 4 quarters with a higher backlog and 3 of those were near the bubble peak.

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Gottfried
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