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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (171)	11/30/2000 7:38:48 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95823

Gottfried, IMO when you talk about "fair prices" such as a PE/G of "1", that is an average number. These semi-equips obviously have a high oscillation around that point. We are well under that for many stocks right now. As shown in post #118, the PE/G ratio for all 33 stocks in the group is well under 1. I don't have the data for 3/10, but I can assure you that most of the stocks were well over "1" on that date. When you look at the SIA semi revenue data that has been posted previously, the next 3 years show a strong upward trend. There may be some cyclical valleys and peaks, but the average is "onward and upward".<gg> You do believe that don't you.<gg> don W.