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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (8263)	2/23/2000 10:12:00 PM
From: Jerome	Read Replies (1) \| Respond to of 10921

Expected earnings per share for the next quarter according to Bloomberg: SYM Expected Share Price LRCX 1.05 146 5/8 AMAT .99 181 COHU .57 58 3/8 EGLS .43 41 NVLS .37 54 7/8 VECO .31 73 1/8 CYMI .29 56 3/4 SVGI .29 25 3/4 KLAC .29 72 5/16 ASYT .22 39 3/4 If Peter LYNCH is right that earnings drive the stock prices up then I would conclude that EGLS, COHU and SVGI are the undervalued ones of the group. But a host of other factors are at work. I have no idea where the top of this market is headed but hopefully those companies with strong earnings will hold up better than those with weak earnings Regards, Jerome