Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 306.04

0.0%

Dec 26 4:00 PM EST

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To: Sarmad Y. Hermiz who wrote (17699)	8/6/2004 1:07:12 PM
From: Sultan	Read Replies (1) of 95640

Re. recession, I also think that is what crowd is expecting.. Certainly it believes, numbers can't be sustained.. To state the obvious, the problem of late has been stock price goes down, gradually but steadily, company report numbers, if it is inline, it tanks.. if it is better then expected with inline guidance, it may not go down all that much but will still be weak.. So over all, valuation and p/e compression has been going on in most small caps that I have or follow.. that only means one thing.. crowd thinks business conditions will get worse .. Whether they will be right or not is another thing altogether.. In the meantime, pretty red here all over the map since peaking in January..

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