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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: SemiBull who wrote (3608)	11/29/1997 12:27:00 AM
From: Ian@SI	Respond to of 10921

Semibull, Personally, I think they are all good choices in the sense that they'll probably outperform the NASDAQ comp during the next 2 years from current levels. I place more faith in PSR simply because of O'Shaugnessy's extensive research. For the 50 years studied, PSR was the best screen from an outperformance perspective. I do like PEGs and Relative Strength as well. Does that make me ambidextrous? or just Schizophrenic? Have a good weekend, Ian.

To: SemiBull who wrote (3608)	11/29/1997 11:14:00 AM
From: Phil M	Read Replies (3) \| Respond to of 10921

I have been viewing this string for a while and from my novice viewpoint your list of co's have a below avg PE in comparison with the historical numbers. For example, AMAT with a est p/e of 15 in comparison with a historical high/low of 54/11. If there is nothing (recession, war, financial turbulence) which would slow down AMATS growth in the near future on the horizon... AMAT should be considered a "blue light special".. or am I missing something? I have probably oversimplified the present situation with the turbulence in the asian markets but,it seems as if there are some bargains out there. Another stock that seems to be undervalued is COHU? Am I on the right track or do you believe there are other roadblocks which may drop the price of these stocks even further? Phil PS--I am a new member of Silicon Investor and I appreciate the quality of discussion that I have encountered on the board.