SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : ADFLEX SOLUTIONS ( AFLX )

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Asymmetric who wrote (198)12/12/1997 5:28:00 AM
From: Kent Sarikaya  Read Replies (1) of 718
 
Volume down has not been so bad... now yesterday's volume was getting a bit high and worrisome, but I hope we snap back up from the lows today. The other tech stocks with weaker earnings aren't really in the same boat as us. Chip sales are rising and pretty high on a monthly basis.

techweb.com

Also from teh current Motley Fool ...
All of this fear has created the most attractive set of valuations on semiconductor capital equipment manufacturers in the last few months. With a variety of companies
sporting solid balance sheets and starting to edge toward the low end of their historical valuation ranges, today's turmoil appears to offer investors the first compelling
entry point since late 1996. On a relative basis the larger manufacturers have actually been hit harder, with Applied Materials (Nasdaq:AMAT - news) ,
KLA-Tencor (Nasdaq:KLAC - news) , and the decently diversified Teradyne (NYSE:TER - news) all trading for around 2.0 times their enterprise value (price). The
five-year lows in the price/sales for these three companies are between 0.7 to 1.0, while the five-year highs range between 5.0 to 5.5. Although they have not hit near
absolute panic valuations, the South Korean problems would have to kick off a major slowdown across all semiconductor capital equipment product lines to justify some
of today's prices.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext