Semi Equipment Analysis Message Board

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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: michael97123 who wrote (17896)	8/10/2004 6:37:38 PM
From: Donald Wennerstrom	Read Replies (1) of 95657

<<As an aside if we compared csco, amat, intc with the ges of the world how do the valuations compare?>> I don't have the answer to that - it would take some work, but one thing is that they are all making good money. <<Maybe the big cap techs are not being valued as tech any longer or have they become value plays at this point?>> I'm not sure who knows the answer to that question - maybe there is no real answer except in the eye of the person doing the evaluation. Don

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