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Technology Stocks : Silicon Valley Group
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To: LLCF who wrote (1837)9/16/1998 12:52:00 PM
From: Ian@SI  Read Replies (1) of 2946
 
Got an honourable mention on CNBC from some analyst that I'd never heard of before. (Ying Le, or something like that). She liked SVGI's fundamentals, but she also mentioned SFAM and one other Equipment stock.

It looks like we're at the stage where almost everybody hates to hold equipment stocks, they're set all time lows for key valuation measures and some significant gains will be made by selecting the next upcycle winners. ... especially if one of the winners turns out to be one of the stocks most hated by the street.

FWIW,
Ian.
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