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Technology Stocks : Semi Equipment Analysis
SOXX 301.15-1.2%Dec 31 4:00 PM EST
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To: Gottfried who wrote (8725)2/22/2003 11:12:56 AM
From: michael97123  Read Replies (3) of 95656
 
G & Thread,
Saw Martin Sosonoff on Rukheyser last night. He is bullish on big cap tech. He mentioned cisco, msft, Taiwan Semi. He said ceos will be just as shocked when the big orders start rolling in(sometime in this year) as they were when orders fell off the table. A boom of sorts without the old multiples though. He talked about tech selling at 2X the average PE. His one specific recommendation was Echostar. Anyone here follow this one. Mike
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