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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 148.32-3.3%Nov 14 9:30 AM EST
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To: Cary Salsberg who wrote (7533)2/8/1999 10:49:00 PM
From: Thomas J Pittman  Read Replies (2) of 10921
 
Cary (or someone),

Is there an historical PSR list running around the thread somewhere.
I am trying to put in some sell orders and want to establish the levels.
Way back when, Cary was pretty effective I thought in establishing
at least some level of correlation between the prices and revenues
as better than the earnings. I am in the process of extracting the
current projections for revenue from some of the leaders and
would like to check them against the historicals. I am sure I could
dig this out of value line but I seem to remember this as being
posted here.

Thanks for the help folks,

J

ps - Cary, I am over on an oil services thread that covers Cos that
drill and sell services to oil producers. The thing that has attracted
me is similar to the thing that drew me to this thread early on. I am
trying to make the case over there that the situation may be
similar (commodity end product, worldwide glut, small customer base
with large equip investments). I am not sure I am convinced of it myself,
but it is a fun discussion, except that I have been labeled as the
bad guy on the thread for saying that the blood may not yet have
run.
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