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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: bobby is sleepless in seattle who wrote (116341)	11/8/2000 10:15:59 PM
From: Jenna	Read Replies (1) \| Respond to of 120523

<font color=violet>Picture of Dorian Gray POS.. they are not permanent POS.. much like QCOM is not really a POS, an overvalued stock price that is probably "just" 100-200% higher than it should be. When it 'stabilizes' it will be fine. QCOM is tradng at a discount to earnings now, its risen like Phoenix from its ashes at a more attractive valuation. SDLI is now 160.1 X, vs. the 25.8 average multiple at which the Semiconductors SubIndustry is priced. It was 360 times... its normalizing. I know traders love to 'poo-poo' valuations, P/E and fundamental analysis and think it has no place in short term and daytrading, but like the fall of internet sector (on overinflated "revenue" forecasts and price valuations) and even the oil service sectors before that it all ended up ending the pipe dream when the house of cards came down on 'ordinary' fundamental analysis as the prices finally imaged the fundies.. Like the Picture of Dorian Gray" PMCS was about 365 times earnings and now PMCS is trading at a Premium PE Multiple of 110.9 times , vs. the 25.8 X average multiple at which the Semiconductors SubIndustry is priced. RBAK still a "little" pricey as it Trades at a Premium PE Multiple of 2873.4 X, vs. the 73.0 X average multiple at which the Networking SubIndustry is priced. AMAT Trades at a 29% Discount PE Multiple of 18.3 X, vs. the 25.8 X average multiple at which the Semiconductors SubIndustry is priced. BRCM Trades at a Premium PE Multiple of 166.8 X, vs. the 25.8 X average multiple at which the Semiconductors SubIndustry is priced. BRCM still has a ways to go but its P/E already been halved.