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

To: Alastair McIntosh who wrote (11652)	9/18/2003 9:34:53 AM
From: Proud_Infidel	Read Replies (3) \| Respond to of 95574

/E of 321 based on current earnings Why would you use earnings estimates at or near a trough going into an upcycle?

To: Alastair McIntosh who wrote (11652)	9/18/2003 10:01:26 AM
From: Return to Sender	Read Replies (3) \| Respond to of 95574

Seems to be a little disconnect in reality at JP Morgan today to me. Why upgrade KLAC the day after a disappointing btb number comes out without at least commenting on that number? In addition expensing options will effect all these companies going forward as soon as they either adopt rule changes for proper expensing or have those rule changes forced on them. In the meantime Alastair, I am long so lets remember, Valuations don't matter Valuations don't matter Valuations don't matter and.... Never is heard a discouraging word when the bulls are roaming the range. RtS