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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (45046)4/4/2001 3:46:43 PM
From: Joseph Beltran  Read Replies (2) | Respond to of 70976
 
Jacob,

I agree with you. I think it's inevitable now that we'll re-test the lows of last year (november-december timeframe) unless there's a surpirise rate cut in store in the very, very, very, very, near term.

regards



To: Jacob Snyder who wrote (45046)4/4/2001 4:07:21 PM
From: Math Junkie  Read Replies (1) | Respond to of 70976
 
Re: "the semi-equips are being mentioned as the last overvalued sector"

This data is a few days old, but with AMAT being near the bottom of the P/E range of the 81 profitable companies in the Nasdaq 100, I am having trouble reconciling the above statement with reality. Admittedly, earnings are dropping, but that's true of the other 81 companies too.

eufinancial.com


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