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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: David Rosenthal who wrote (20276)6/12/1998 3:17:00 PM
From: Ian@SI  Read Replies (3) | Respond to of 70976
 
David,

Earnings warning season has barely begun; also we have Mutual Fund manager window dressing time for the next 2 weeks. I'd be surprised if we don't see lower prices for most of the semis, especially those that haven't fallen very far yet. (... relative to their normal low values for P/sales, P/book, P/cash flow, etc.)

FWIW,
Ian.