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Technology Stocks : 3DFX

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To: Sun Tzu who wrote (9914)12/31/1998 12:07:00 PM
From: Frank Sheridan  Read Replies (1) of 16960
 
Question - as of today (12/31) AMAT has a P/E of about 68, and LLTC has a P/E of about 38. Aren't these kind of high for semi related companies? Granted, I hold CSCO (P/E of 100), but CSCO seems to just keep growing like a weed. Question, what kind of price targets do you have in mind for the stocks you mentioned?

P.S. that Dallas Semi is interesting - P/E of 20, mkt cap 1.1 bil - hmmm, gonna have to check that one out.

P.P.S. how about that TDFX. NOT! At least I got to meet some sharp people by following the thread. Sure am glad I dumped that turkey. Just sorry I didn't get out sooner.

Regards,
Frank Sheridan.
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