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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Wyätt Gwyön who wrote (48847)	11/14/2001 1:00:20 AM
From: slacker711	Read Replies (1) \| Respond to of 54805

i think it's interesting to look at the PSRs of the semis as well. look, for example, at Micron--it is selling at close to 9 times run-rate sales, and lost more last quarter than it sold. in November 1990, Micron sold for under 1x sales even though it made money that year. I am not real familiar with the history of Micron....however, the PSR has never really provided much information for me unless I have an idea what type of net margins the company is capable of. I believe that TI will be able to get back to margins above 20%. This is in addition to the fact that they are unlikely to ever lose more in a quarter than they are able to sell. Slacker