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.

Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Doug who wrote (74333)	4/6/2001 1:43:14 PM
From: Math Junkie	Read Replies (1) \| Respond to of 99985

"So its best to base our valuations in terms of the PSR during past SEMI cycles. That was my basis why I thought them to be overvalued." That's fine, but where are the quantitative comparisons of PSRs between semi companies and other techs? So far I haven't seen any. Sales forecasts are being reduced for all tech companies. What basis is there for believing that semis' sales will be reduced more than others? Remember, semi companies are very experienced at managing the effects of tech cycles, whereas many of the tech high flyers have not been around long enough to learn how to even survive a slowdown, let alone provide any meaningful guidance on future sales.