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

To: Return to Sender who wrote (4206)7/21/2002 5:49:29 PM
From: JSLyons  Read Replies (1) | Respond to of 95397
 
Hello RtS,

Your post reminds of our earlier exchange for extreme BUY targets, what Zeev likes to call OBs (outrageous bids). It looks like your doomsday numbers are almost here.

FWIW, I'm tempted by KLIC below 9, ASYT around 13-14, MKSI in the 16s, ATMI at 18, TRKN below 8, and NVLS around 25. That last one is unlikely without a real meltdown but it pays to think ahead!

Best rgds,
Jonathan



To: Return to Sender who wrote (4206)7/22/2002 6:27:17 PM
From: Crossy  Respond to of 95397
 
RtS,
from a "value" perspective MSCC should be watched closely but I concur that TA wise the bottom there is not yet complete. Anyway they are near profitability and at PRice/Sales of 0.8. Will watch them and report if there are new developments in its TA picture..

rgrds
CROSSY


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