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To: LTK007 who wrote (74270)4/5/2001 6:36:59 PM
From: Rob S.  Respond to of 99985
 
I did. Take forward earnings for all the stocks I mentioned and cut them by another 20% and then look at the P/Es. Frankly, I have only looked at about 10 of the semis but they all have low PEs. That isn't true for the darling fat pig telecomm infrastructure plays.



To: LTK007 who wrote (74270)4/5/2001 6:53:36 PM
From: Math Junkie  Respond to of 99985
 
Re: "make sure you adjust that to forward earning projections"

OK, but to get a valid comparison you have to do that for other tech stocks as well. Reduction in earnings estimates is not a phenomenon exclusive to the semi sector.


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