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

To: The Ox who wrote (40104)	9/8/2008 5:10:30 PM
From: Donald Wennerstrom	Respond to of 95622

OX, it also shows just how under valued the "semi" sector is right now. It has been a long, long, road of "depression" on the part of wall street and the analysts for this area. According to S&P, the "enterprise" value of SNDK is $24 and it closed today at 16.60. I would say that most stocks in the semi sector are selling for that kind of a discount. As you know by Gottfried's chart, semi sales have been on a steady increase for many years, yet many stocks are down 35, 50, and more percent over this period. The companies in general are "cash rich" and making money. No matter, the "market" doesn't like this area. Don