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Technology Stocks : Semi Equipment Analysis
SOXX 288.52-0.3%Nov 14 4:00 PM EST

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To: Donald Wennerstrom who wrote (12461)11/11/2003 3:02:07 AM
From: The Ox  Read Replies (1) of 95420
 
...fantastic!

Thank you, very much. I will post my thoughts in a day or 2 but I just wanted to say good job. Lot's to consider in your tables!

Only the first of many things to jump out at us is that TSM is supposed to earn more per share--- and grow faster then MOT--- but it's priced 20% less. Hmmm...
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