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

To: Return to Sender who wrote (53262)	8/15/2011 6:01:13 PM
From: Donald Wennerstrom	1 Recommendation Respond to of 95598

I was wondering if someone would pick up on INTC valuations on 8/29/08 and now. Almost a 2 to 1 difference. Today was another great day as you pointed out, but if it will continue is the question. <<Unfortunately, just because a stock, even a market is cheaper based on current P/E ratios, there is no guarantee that things won't get even cheaper still. After all actual earnings and expectations can fall as well as rise based on an economic cycle and what is going on in the world.>> Valuations are very low now, but they have been that way for a long time. The weekly posts show that PEs have been low for a long, long time. We need a better economic environment in the U.S. and the World IMO for rising prices in the near term. Don

To: Return to Sender who wrote (53262)	8/16/2011 7:51:50 PM
From: Jacob Snyder	1 Recommendation Read Replies (1) \| Respond to of 95598

I'll use JKS as an another extreme example: JKS is a small-cap Chinese solar. consensus EPS is $6.44 for 2011, $5.77 for 2012 JKS stock hit $14.09 last week. It's up to $17.25 today, after reporting 2Q11 results with gross margins better than any other solar that quarter (except FSLR). That raises their PE almost up to 3. FSLR, the largest and best quality solar, with the lowest manufacturing costs and best balance sheet in the industry, with a captive downstream market (so they've already sold the entire year's production, with their factories running at 100% utilization). They have a PE of 104/9.25 = 11