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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Will Lyons who wrote (1141)	9/10/2001 6:27:36 PM
From: scott_jiminez	Respond to of 95530

Will Lyons /RtS Will Lyons - <<How far down does the relation between size and overbubblemania go?>> My post from earlier today listing current p/b ratios is the best answer I can give: Message 16326058 =============== Rts - <<Looking over AMAT here one would have to say it does not look all that overvualed at all since the Price to book of 4.22 is not all that different from the P/B of 4.08 in 1998. Surprisingly the P/B on KLIC is now 1.73 while it was as low 1.11 in 1998.>> My complete disagreement with your spin of the data was outlined in post 1040 Message 16327041