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.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: michael97123 who wrote (35938)7/23/2000 8:57:20 PM
From: Math Junkie  Read Replies (1) | Respond to of 70976
 
Michael, you are correct that semiconductor cycles are not always of the same depth and duration. In fact, I would go so far as to say that they are SELDOM of the same depth and duration.

If the current rate of bookings growth continues, then the semi equip stocks should do OK, as the P/Es are not out of line from past cycles, and compared to the rest of the NASDAQ, they are downright bargains.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News