SI
SI
discoversearch

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: Donald Wennerstrom who wrote (17901)8/10/2004 6:49:03 PM
From: BWAC  Read Replies (2) | Respond to of 95656
 
<<As an aside if we compared csco, amat, intc with the ges of the world how do the valuations compare?>>

I don't think the answer would yield anything of value. GE has huge pension obligations I assume, its business is capital and infrastructure intensive, a conglomerate with many varied cyclical cycles, etc.