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

To: Berk who wrote (9197)	3/30/2003 11:44:27 AM
From: Return to Sender	Read Replies (2) \| Respond to of 96005

Undervalued? Low PEG Semiconductor Stocks. I am looking for semiconductor stocks with PEG ratios below 1. Ideally below 0.50 but I only found two looking through Yahoo. They were MOSY and SILI. Here are the 15 stocks I found at Yahoo searching over 300 stocks with a PEG of less than 1. ARMHY GNSS ICST ISIL MOSY MRVL NVDA OSIS PSIT SILI SIMG SLAB SMTC VRST ZRAN finance.yahoo.com Here is the article on low PEG that speaks to valuations: optionetics.com Now why WFR does not show up on this list is beyond me as the company is expected to earn 45 cents next year after a loss this year. I also agree with your notations on the 9/1 upside days along with expanding volume on the market upswings. My concern is that the SOX is breaking down again and looks like it could be headed back lower before it rallies higher. I'm think 285 because the index has been there a couple of times in the last six months. If you think about it Cary's fundamental concerns based on an expensive war effort bogging down would ft right into that scenario. A trip back down to 285 before bouncing back above our recent peak of 337.87 would not require anything close to a new low for the index: stockcharts.com[h,a]daclyyay[pb20!b50!b200!c13!c20!c50!i!d20,2!f][vc60][iub14!la12,26,9!lg!li10,10!lh5,5!lp14,3,3!ll14] If that level did not hold I would be very concerned because we are getting closer to that portion of the year where stocks underperform. RtS