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


To: Crossy who wrote (1872)2/8/2002 10:23:24 AM
From: scott_jiminez  Read Replies (1) | Respond to of 95743
 
Crossy - you mention price/sales...

I thought it may be interesting to rank many of the domestic
equipment companies by their p/s. The data below can be used
to support whatever position investors choose though a p/s of
under ~2 is often cited as indicative that a stock has
reached cycle-low valuation.

1. WFR 0.32
2. ATRM 0.40
3. SFAM 0.64
4. GGNS 0.79
5. TGAL 0.81
6. MTSN 0.98
7. FSII 1.16
8. ADEX 1.34
9. SMTL 1.36
10. REAL 1.37
11. ASMI 1.41
12. KLIC 1.45
13. VECO 1.61 (likely much lower after today)
14. EMKR 1.84
15. LRCX 1.93
16. ASYT 2.04
17. DPMI 2.20
18. PRIA 2.43
19. HELX 2.48
20. UTEK 2.49
21. BRKS 2.50
22. PLAB 2.62
23. CMOS 2.80
24. COHU 3.14
25. TER 3.51
26. LTXX 3.61
27. EGLS 3.64
28. NANO 3.86
29. ATMI 4.01
30. NVLS 4.08
31. ASML 4.33
32. CYMI 4.47
33. AMAT 4.83
34. KLAC 5.01
35. CREE 5.27
36. IBIS 6.34
37. PHTN 9.12

(data from Yahoo 'Profile' pages)



To: Crossy who wrote (1872)2/8/2002 12:50:57 PM
From: Return to Sender  Read Replies (1) | Respond to of 95743
 
Dude... You can read that Japanese?

quote.yahoo.co.jp

I sure can't. The SOX seems destined to test the lower Bollinger Band at around 503.

stockcharts.com[h,a]daclyyay[pb50,200!d20,2][vc60][iUb14!La12,26,9]&pref=G

That being said I am seeing some constructive accumulation taking place in some semiconductor stocks that have at least met expectations. I expect a nice bounce higher late next week.

RtS