SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Novellus -- Ignore unavailable to you. Want to Upgrade?

To: HoodBuilder who wrote (3303)3/3/2002 10:29:39 AM
From: Proud_Infidel  Read Replies (1) | Respond to of 3813
 
By all means, please short it and make a killing. Anyone looking at EPS at this point in the cycle does not have a clue IMHO. I am stating the obvious here and don't mean to insult those who follow this sector, but I will state it anyway. We are coming off the largest drop in the history of semiconductors. Using EPS to attempt to value a highly cyclical company/sector at the trough in the cycle is a sure way to lose your shirt if you use this and this alone to claim that the company is overvalued.....or better yet a "bubble."

The future is brighter than ever for IC's, yet Fleckenstein as usual cannot even see a glimmer of light.

Brian



To: HoodBuilder who wrote (3303)3/3/2002 10:42:57 AM
From: LemurHouse  Read Replies (1) | Respond to of 3813
 
<<<...that's the kind of noise that passes for information...>>

I couldn't have said it better myself -- about Bill Fleckenstien and his same tired theme. Maybe he's right, maybe he's wrong. Either way he makes a living being the cassandra of doom. Who cares, and why would you or anyone else bother to listen?


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News