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

To: scott_jiminez who wrote (3602)	6/22/2002 10:07:12 AM
From: Return to Sender	Read Replies (1) \| Respond to of 95531

What we are doing is simply an exercise in valuation by another metric. In 1998 it seems that I found numerous semiconductor stocks selling below book. I am finding the same thing now but not nearly enough of the stocks we favor discussing and trading here. I'm curious Scott as to what P/S level you would consider as a buy this time around? I'm certainly not suggesting we have hit bottom but each day down sets us up closer to a tradable bounce at the very least. RtS