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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 150.32+5.4%3:59 PM EST

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To: 16yearcycle who wrote (3883)12/18/1997 3:17:00 PM
From: HB  Read Replies (1) of 10921
 
Gene, I'd suggest you look carefully at P/Sales and P/Book as well,
in planning your strategy on these stocks. (That's probably a
superfluous comment on this thread, but maybe it needs reiteration.
Ian has posted some extremely helpful analysis along these lines,
especially comparing these ratios to historical ranges for particular
stocks.) Apologies if you know this stuff already...

Howard
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