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

To: Cary Salsberg who wrote (11370)	9/2/2003 8:41:46 PM
From: Sam Citron	Read Replies (1) \| Respond to of 95617

In this environment, there will be modest corrections when prices get ahead of themselves, but nothing that will be serious enough to be called a "sell off." You seem to think that the market behaves as rationally and as logically as you but that has not historically been the norm. The market can get ahead of the economy very fast once the fuel (money) on the perimeter is ignited. If the corrections that follow are only modest ones, then we can expect an abrupt wake-up call from the Fed.

To: Cary Salsberg who wrote (11370)	9/3/2003 11:02:36 AM
From: Kirk ©	Read Replies (1) \| Respond to of 95617

Interesting and excellent analysis. Tangible Book Value: 1998 $2.11 2002 $4.87 Low Price: $5.39 $10.26 Current Ratio: 3.1 5.4 % Long Term Debt: 16.4% 6.7% Cash: $575M $1285M Common Equity: $3121M $8020M Price/Book What if we want to add price/book? Do you have the number of shares outstanding so we can do a comparison? You give per share items for low price and tangible book value but totals for the others. FWIW, you can use the "pre" command inside "<" and ">" to format just part of a post. Then close the HTML tag with a "/pre" Thanks