Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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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: Joseph Beltran who wrote (5937)	6/20/1998 12:02:00 PM
From: studdog	Read Replies (2) of 10921

Well, the blood is starting to flow. Valuations of the semi equips are reaching the levels that precipitated this thread in the first place. (I guess that's what "cyclical" means!). Cary Salsberg, the father of this thread, used 2 X's cash and 1.5 x's book as the beginning of his entry points. Well, the group as a whole is starting to get there. EGLS and ASYST are there. KLIC and UTEK are close. Some, such as AMAT and NVLS are a long way off. It seems to be largely a factor of market cap. The larger companies are selling at higher multiples, the small caps are the cheap ones. Is anyone following these parameters? If anyone has a spreadsheet I would sure love to see it. I've got some KLAC and PRIA and may start in with the cash rich companies selling for book. Karl

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