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


To: Donald Wennerstrom who wrote (200)12/4/2000 11:06:12 AM
From: scott_jiminez  Read Replies (1) | Respond to of 95837
 
Donald - in that that 1998 table you calculated the average PSR (1.01) and the average PBR (1.31). Could you do the same for the recent data? Any other comparisons would be greatly appreciated.

TIA
Scott

FWIW, I just placed the following on another post:
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I've been in contact with Schwab twice over the past couple of business days. They are being swamped by margin calls and the pace is not abating. I asked some questions about the process of maintenance calls and one interesting fact came to light: if an account is in arrears, and a check or other withdrawal is presented, the account must be brought into compliance by 11:15 a.m.(eastern) or SEC governed actions will be triggered. I would imagine most investors would not want such indiscriminate selling in their account; thus it seems that most margin-corrective activity will be occurring between 10:00 - 11:30 a.m. . My guess is there is a huge amount of this activity occurring.

Perhaps all of us need to take this into consideration when contemplating trades over the next week or so.
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To: Donald Wennerstrom who wrote (200)12/4/2000 11:16:45 AM
From: Kirk ©  Respond to of 95837
 
Great! Just what I was looking for.

I email myself copies of these posts, make notes on the emails then store them for future reference in my "SemiCapX Data" Folder.

thanks again Don.