Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 304.96

+0.4%

Dec 23 4:00 PM EST

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To: EACarl who wrote (40650)	10/7/2008 11:19:27 PM
From: EACarl	1 Recommendation of 95627

Followup to my post for which this is a reply.... Sorry, I forgot to include PLAB in the list. ("Once solid companies in the sector now below $2.") That makes 10. BTW, if anyone can offer me any insight as to what a "reasonable" value for PLAB's "Property Plant and Equipment" is, I'd be happy to listen. It's simply out of whack with every other company in the sector that I've done any basic balance sheet analysis with. Bottom line is with PP&E exceeding the entire net equity, it is eliminated from my investment universe since it leaves me with no idea what a conservative tangible equity figure would be.

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