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: Return to Sender who wrote (14413)	4/12/2004 11:41:42 AM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95821

RtS, You have brought up several concerns that can't be dismissed "out of hand", but I like my "indicator" as well which says that with the good earnings season at hand, and the relatively low PEG valuations of the Group, higher stock prices should be forthcoming. Message 20009194 Thirteen of the 25 stocks in the Group have PEG's less than 1. Based on history, that is a very high number. The earnings season before us should bring good news and that should spawn further earnings estimate increases for most stocks in the Group. If Group stock prices do not rise, that says that even more stocks will have PEG's less than 1. I find it hard to believe that scenario is going to happen. The same situation to a lesser degree shows up in the stocks that make up the SOX as well. Message 20009216 The PEG's here are also quite low compared to the "historical" average. Don