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Technology Stocks : Semi Equipment Analysis

SOXX 313.69

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To: Donald Wennerstrom who wrote (52303)	6/4/2011 10:32:51 PM
From: Gottfried	1 Recommendation Read Replies (2) of 95663

Don, [edited] re 'hated companies': Andreessen went on a tirade about how low the price/earnings ratios for the tech behemoths are. Microsoft (MSFT) has a forward-looking P/E of 8.63 times. Cisco Systems' (CSCO) P/E is 9.25. "P/Es in single-digits are what steel mills trade at before they go out of business," Andreessen quipped. "What these things tell me is the public market hates tech. It's tremendously scarred by 10 years ago." excerpt is from... "Why LinkedIn's Up and Microsoft's Down" online.barrons.com tinyurl.com also good reading "5 Undervalued Tech Titans to Buy Now" seekingalpha.com tinyurl.com

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