Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Kirk © who wrote (5839)	10/5/2002 1:38:51 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 95526

RE: "I wonder if it makes more sense to now look at cash levels and cash burn rates?" 1. If you are looking at these to establish a company's viability, it is probably wise to stay away. 2. If you are looking at these to establish a floor in the stock price, think 70-80% of cash/share in this kind of market. 3. If you are looking at these to pick stocks to own for the next bull market, I think you are making a big mistake.

To: Kirk © who wrote (5839)	10/5/2002 1:40:20 PM
From: Donald Wennerstrom	Respond to of 95526

Kirk, <<I wonder if it makes more sense to now look at cash levels and cash burn rates?>> I think they are an important part of the entire picture for a stock, but not necessarily more important than other "factors" that get thrown into the evaluation of a specific company. I suspect that several of the companies in the group are going to have a problem with the cash issue if this down turn becomes more and more prolonged. That's one reason why some of them "disappear" as time marches on. Looking at the balance sheet of some of the larger and stronger companies in the Group, the cash issue seems to be holding up quite well to date. Don