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

To: The Ox who wrote (22867)4/19/2005 10:00:15 AM
From: auriculatus  Read Replies (2) | Respond to of 95617
 
Yet the price/book of NVLS, LRCX and KLAC used to be in the same range in the past. Just recently NVLS has slipped to the bottom of the barrel which I can't get my arms around.

They are trading at the same valuation as when they had 80-100 million in quarterly orders. Now 330 million. I am at a loss on that one.

I have a ton of shares and it is driving me nuts!!!!



To: The Ox who wrote (22867)4/19/2005 1:49:16 PM
From: Return to Sender  Read Replies (2) | Respond to of 95617
 
Does the market for semiconductor capital equipment have to rebound in 2006? What stimulus is being put in place now to accomplish any rebound?

RtS


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