Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 299.48

-4.8%

Dec 12 4:00 PM EST

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To: Donald Wennerstrom who wrote (28100)	1/22/2006 11:37:59 PM
From: Sarmad Y. Hermiz	Read Replies (1) of 95574

>> looking at INTC very closely. Don, I looked, then took a deep plunge on Friday. As you point out, there has not been a bounce. I'm counting on a recovery to about 25. That would still leave it at a big discount (P/E) relative to any other chip stock, such as altera, xylinx, lattice, maxim, amd, etc.... P/E on INTC is about 15. And the stock is extremely over-sold. And future earnings will exceed past earnings (y/y). So why did institutions sell 650 m INTC shares in 3 days ? Because they are run by the same morons who sold seagate down to 14, while quarterly earnings were running at 55c/sh and the p/e was at 7. Sarmad

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