Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Technology Stocks : Mattson Technology -- Ignore unavailable to you. Want to Upgrade?

To: Philip W. Dunton, Jr who wrote (3196)	12/18/2000 9:14:06 AM
From: Q.	Read Replies (1) \| Respond to of 3661

From Barron's Online last week: Gutsy Pros Put Some Chips on Semi Equipment Stocks ... Meanwhile, equipment stocks are within shouting distance of their valuations at cyclical troughs, says Gunnar Miller, an analyst at Goldman Sachs, who has an "overweight" recommendation on the group. Specifically, the group is trading, on average, at twice sales and 3.5x book value, compared with trough valuations of 1.5x sales and 2.2x book. Both Miller and Higgins point to Lam Research as a top pick .... interactive.wsj.com