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


To: Nancy who wrote (13721)3/4/2004 11:51:15 AM
From: Proud_Infidel  Read Replies (1) | Respond to of 95383
 
dont you think they are running way ahead of the underlying biz conditions implied ?

Given the fact that IC revenues may surpass 2000 highs late this year or early next, my question to you is do believe the stocks are running ahead of fundamentals? Especially taking into account the fact that they are trading at a fraction of what they were then, yet are more profitable at much lower levels.