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Technology Stocks : Semi Equipment Analysis

SOXX 292.04

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4:00 PM EST

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To: Proud_Infidel who wrote (11653)	9/18/2003 10:35:37 AM
From: Alastair McIntosh	Read Replies (2) of 95609

Re: Why would you use earnings estimates at or near a trough going into an upcycle? Depends on your investing/trading philosophy. The discounted stream of future earnings represents the current value of a company. Any other valuation method is only some variety of the greater fool theory. This is why I believe that Cramer is right about the "value" of AMAT being no more than $10/share. members.rogers.com However, my main point was that expensing options may cause a rather dramatic change in the way some tech companies are valued.

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