Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: zonder who wrote (7123)	11/26/2002 12:17:09 PM
From: Cary Salsberg	Read Replies (1) of 95530

RE: "...high growth expected in the future...I do not see anything of the sort with NVLS..." I believe the market "sees" and that explains the price. When you say "I do not see", aren't you depending on what others "see"? You don't have much to depend on. If you are waiting for strong visibility and firm forecasts of improved sales and earnings, that will happen when NVLS is in the $45 - $55 range. Comparing NVLS to the "market" is similar to comparing the produce at the finest organically grown stand to the produce garbage piled in the alley outside of the supermarket. Not apples to oranges, but superb apples to rotten oranges. I use hyperbole because you have stated you are not a semi-equip expert.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next