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To: Raymond Duray who wrote (10674)	11/25/2001 3:09:18 AM
From: energyplay	Respond to of 23153

Nice article - Thanks for posting. The integral vs. modular also can be applied to analog vs. digital chip companies.

To: Raymond Duray who wrote (10674)	11/25/2001 2:13:17 PM
From: cnyndwllr	Read Replies (1) \| Respond to of 23153

Hi Ray. That was an interesting article. I have to note, however, that it's premise could have been stated much more simply and that at this point it may not be helpful to have the "better" method of valuation. In this emerging heavyweight sector, and for mid and short term traders, it is more critical to factor in the forces that are currently driving these stock prices. Those factors are, admittedly, elusive and changing, however it seems that they are much more related to the promise of the technology as a whole, and company specific, than with fundamentals. By the way, I just got back and read the posts over the last week and I was impressed with the number of thoughtful and interesting posts. I like to think that it had nothing to do with my absence. g. Ed