SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Math Junkie who wrote (19907)6/4/1998 3:20:00 PM
From: shane forbes  Read Replies (1) | Respond to of 70976
 
(np)

Richard:

Sorry I don't know. Actually you might just want to compare P/S ratios for the semi-equips at the trough and peak of the various cycles - that is about as clear as it gets (many don't make money in the dips so no E for P/E). All I use is S&P's reports so it would be a bit painful. If I'm not mistaken the new buyers of SI have a P/S history I think.

shane.