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Technology Stocks : ASML Holding NV -- Ignore unavailable to you. Want to Upgrade?

To: Jim who wrote (378)3/14/1998 12:39:00 PM
From: Louis Riley  Read Replies (1) | Respond to of 43266
 
Hi, I am new to this thread, but not to this name.

Will someone please tell me what I am missing here?

This name trades at ~29X Dec 98 YE estimates and ~22X Dec 99 YE estimates.

AMAT trades at ~22X Oct 98 YE estimates and ~18X Oct 99 YE estimates.

NVLS trades at ~18X Dec 98 YE estimates and ~14X Dec 99 YE estimates.

I know it is a very illiquid name and (used to be anyway) a top holding in almost every tech fund, but how long can it hold this premium valuation? I mean, it is less than 15% off its all-time high set on 9/24/97. And estimates have been coming down. This one is on my radar.



To: Jim who wrote (378)3/14/1998 3:12:00 PM
From: TI2, TechInvestorToo  Respond to of 43266
 
COMDISCO is a leasing company and a reseller of (used) capital equipment. So the risk to COMDISCO could be small, they get lease payments from Hyundai and if Hyundai doesn't pay, they sell or lease the tools to someone else. Make sense?
TI2


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