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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: The Ox who wrote (22867)	4/19/2005 10:00:15 AM
From: auriculatus	Read Replies (2) of 95616

Yet the price/book of NVLS, LRCX and KLAC used to be in the same range in the past. Just recently NVLS has slipped to the bottom of the barrel which I can't get my arms around. They are trading at the same valuation as when they had 80-100 million in quarterly orders. Now 330 million. I am at a loss on that one. I have a ton of shares and it is driving me nuts!!!!

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