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Technology Stocks : Semi Equipment Analysis
SOXX 306.040.0%Dec 26 4:00 PM EST
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To: Gottfried who wrote (52389)6/13/2011 2:08:21 AM
From: Jacob Snyder2 Recommendations  Read Replies (1) of 95640
 
<AMAT is valued less and less...>

AMAT stock today is about at the 1997 peak stock price. SEMI bookings are also about at the 1997 peak for bookings. So that ratio hasn't changed.

The ratio that has gotten worse, is semi capex as a fraction of semi revenues.

If you took all the labels off the chart of bookings since 1995 (eliminate the context), it would fit the description of a highly cyclical non-growth industry.
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