SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Stock Swap -- Ignore unavailable to you. Want to Upgrade?


To: Andrew Vance who wrote (16626)8/18/1999 7:57:00 PM
From: Kachina  Read Replies (1) | Respond to of 17305
 
I guess this died with the new interface?



To: Andrew Vance who wrote (16626)8/21/1999 5:23:00 PM
From: Prasanna L Soni  Read Replies (2) | Respond to of 17305
 
Hello Andrew and All,

CRPB cerprobe got the $%#@ kicked out of it over the last 2 months and is now trading lower than in October 98. It is a good company. Estimates for Yr 2000 are $1.20.

The believe on the street is that the recovery in the semi equip may flatten for a quarter or two.

Looks to me that we have been presented with another great buying opportunity considering that semi recovery is in the early stage and will run 3 to 5 yrs.
Dick Whittington says this will be the strongest up cycle in semis in the last 20 yrs. Now my questions are

What multiple will the semi equip stocks fetch in the next 2to5 yrs

CRPB @ 30 times earnings should be trading @ $ 36 in the next year
or two, is that realistic ? If so it is a STEAL here!!!

What am I missing ??

Comments Please

Prasanna