Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 297.50

-2.6%

Nov 6 4:00 PM EST

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To: BWAC who wrote (13720)	3/4/2004 11:48:00 AM
From: Nancy	Read Replies (1) of 95383

NVLS 45 to 31 AMAT 24+ to 21 INTC 34 to 29 LRCX 35 to 25 CSCO 29 to 23 KLAC 63 to 52 dont you think they are running way ahead of the underlying biz conditions implied ? especially the spike of NVLS LRCX & even CSCO ? now it is a function of time/price to correct the excess. There are many nontech stocks making new high every week with a lower valuation.

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