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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 142.62+2.2%Nov 21 9:30 AM EST
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To: Ian@SI who wrote (3606)11/29/1997 12:10:00 AM
From: SemiBull  Read Replies (2) of 10921
 
Ian,

After looking at your numbers, SFAM seems much more attractive than LRCX if you put stock in the LTG estimates and therefore the PEG. My approach in stock picking has always focussed on PEG first and PSR second. Having said that, SFAM wins on the first test and "places" in the second. However, under my approach, LRCX is the lagard on PEG, though their PSR is the best of this group of 4. I guess "beauty is in the eyes of the beholder" even if she's been looking ragged recently. :~)

Just one man's spin...SemiBull

PS - Still long on SFAM, as well as SMTL, SVGI, KLAC, EGLS,
COHU and AMAT
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