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Technology Stocks : Semi Equipment-Sell when they're singing in the streets -- Ignore unavailable to you. Want to Upgrade?


To: Investor2 who wrote (8)2/23/2000 9:32:00 PM
From: Cary Salsberg  Respond to of 276
 
Variables are EPS and PE. These are the key to our discussion if you believe in the cyclical nature of semi-equips and the tendency of the market to severely over/undervalue stocks. Previous cycle numbers are the jumping off place. It is appropriate to consider...(your stated factors). It is necessary to quantify them relative to the previous cycle to meet the objective, sell targets.