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


To: Kirk © who wrote (1653)1/15/2002 11:15:09 AM
From: Crossy  Read Replies (1) | Respond to of 95587
 
Kirk,
the PSR of MXIM is that high because their high ratio of after tax profits to sales. But that is factored in. If competition in their niche increases and just that ratio couldn't hold anymore.. the bottom might fall out in that stock. In mixed signals I'd stay with firms like NSM and FCS with a more decent valuation and a chance for ratio improvement

rgrds
CROSSY