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Technology Stocks : Semi Equipment Analysis
SOXX 299.81+2.7%Dec 19 4:00 PM EST

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To: sixty2nds who wrote (22839)4/18/2005 7:16:54 PM
From: auriculatus  Read Replies (1) of 95617
 
(OT) Etchmeister, I do not have the private messaging rights like you do. e-mail is initial of first name followed by last name @houston.rr.com

Bis spaeter. I am sure amazed that NVLS is trading at 1.7 times book, while KLAC and AMAT are trading at 2.6 to 2.8, and LRCX even higher than that. NVLS basically gave positive guidance. Flat orders should be seen as a good outlook in this time of slipping book to bill, yet the stock gets hammered day after day. I had also hoped for a dividend, but nothing so far.
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