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 : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: WTSherman who wrote (9445)	2/5/2001 7:17:37 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 10921

WT, actually, I think that the sector could turn before actual signs of improving prospects are seen, there might be a point where the turn will be induced by pure "valuation" metrics. I have the time frame around March 9th to start and look carefully at the group for signs that valuations have reached extremes. It is my guess that some of the companies might not even breach the lows set last December and September. Of course, if CYMI breaches the $27/$28 area, and VECO the $46/$47 area, I'll have to change my mind. Zeev