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

To: Justa Werkenstiff who wrote (3819)	12/15/1997 9:47:00 AM
From: Ian@SI	Read Replies (2) \| Respond to of 10921

Justa, 1. I have no argument with any of your fundamental based statements. The table produced was purely based on quantitative analysis, nothing else. 2. I picked the "highest" low on the belief that if a stock's price is not supported by P/Sales, it would be supported by its Book value. That is, in fact, what happened for the subset that I examined. 3. Many other things must be considered by anyone planning an investment. Cary left out a discussion of Technical Analysis, Fundamental Analysis when starting this thread a couple years back. Those discussions could and do carry on on the individual threads. Thus we avoid conversations along the lines of "my company's pipeline is bigger than yours", etc. :-) The methodology used to derive the prices has not been tested by me, and may be completely invalid. Thus the request for input from all. From Briefing: Everyone is downgrading the semis now that they've fallen to about 1/3 of their recent highs. Just the kind of analyst advice we all find useful. 09:08 ET Tech Stocks: Various brokerage firms cutting their ratings on major chip equipment names. For instance, BT Alex. Brown is downgrading AMAT, VECO, and LRCX to "neutral." Downgraded to "hold" from "buy" at SoundView Financial were NVLS and AMAT, due to slowing PC growth. DMG lowers its FY97 Intel estimate to $3.50 a share, which is 7.7% below the current First Call mean view.